Signals

← Signals

☆SPAB

532 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#213
Score / z0.971 / 1.45
Consensus156.02 over 304 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 567.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 366.2 5.8% 2 +0.4 pp +5.8 pp +5.8 pp +5.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 286.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 269.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 233.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 201.0 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 180.4 2.4% 2 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 180.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 105.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 101.7 8.4% 3 -0.1 pp -0.5 pp +8.4 pp +8.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 99.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 95.5 14.5% 2 -0.7 pp +14.5 pp +14.5 pp +14.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 94.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 79.8 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 79.6 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 75.9 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 66.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 64.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 59.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 58.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 57.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 57.0 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 53.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 52.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 49.9 4.3% 2 +0.9 pp +4.3 pp +4.3 pp +4.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.5 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 47.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 46.6 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 45.6 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆KWB Wealth CIK 0001822236 0.453 169 45.3 5.0% 2 -1.1 pp +5.0 pp +5.0 pp +5.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 43.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 43.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 41.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 40.3 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 39.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 36.5 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 35.2 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 34.4 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 32.3 12.1% 2 -0.3 pp +12.1 pp +12.1 pp +12.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 31.9 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 31.1 18.2% 3 -0.2 pp -2.0 pp +18.2 pp +18.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 30.9 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 30.6 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 30.1 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 29.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 29.5 8.1% 2 -0.0 pp +8.1 pp +8.1 pp +8.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 29.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 28.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 28.5 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 28.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 28.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 27.6 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 24.6 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 23.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 23.5 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 23.3 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 23.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 22.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 22.3 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 22.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 21.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 21.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 18.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 17.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 17.5 7.1% 2 -0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 16.6 12.5% 3 +0.5 pp -0.3 pp +12.5 pp +12.5 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 15.7 10.4% 2 +0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 15.5 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 13.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 13.8 0.6% 3 +0.5 pp +0.1 pp +0.6 pp +0.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 13.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 13.0 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 12.7 8.7% 3 -0.9 pp -2.2 pp +8.7 pp +8.7 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 12.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rinkey Investments CIK 0001730774 0.601 128 12.5 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 12.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 11.9 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 11.6 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 11.0 7.2% 2 +0.7 pp +7.2 pp +7.2 pp +7.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 10.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 10.8 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.0 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 10.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 9.9 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 9.7 1.3% 2 -0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 9.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.5 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 8.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 8.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.2 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 8.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Balefire, LLC CIK 0001750924 0.097 475 8.1 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 8.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 8.0 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 7.7 4.2% 2 -0.6 pp +4.2 pp +4.2 pp +4.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 7.4 3.0% 3 -0.5 pp +2.5 pp +3.0 pp +3.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 7.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 7.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 6.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 6.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.4 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 6.0 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.4 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 5.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 5.3 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.9 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 4.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 4.3 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 3.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 3.8 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 3.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 3.5 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 3.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Busey Bank CIK 0001427202 0.741 388 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 3.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 3.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.1 2.1% 3 -0.2 pp -0.5 pp +2.1 pp +2.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 2.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 2.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.2 2.0% 3 +0.3 pp +0.8 pp +2.0 pp +2.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆Brown Financial Advisors CIK 0002035548 0.168 212 2.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 2.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 2.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.6 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.6 0.4% 2 -2.6 pp +0.4 pp +0.4 pp +0.4 pp
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☆TKG Advisors, LLC CIK 0001843275 0.189 94 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPAB). Qtrs Held counts distinct quarters this fund has actually held SPAB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPAB position size. Δ columns are the percentage-point change in SPAB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status