Signals

← Signals

☆SPAB

33 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#41
Score / z0.421 / 2.82
Consensus9.91 over 21 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 96.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 95.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 91.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 45.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 28.1 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 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 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 15.7 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 14.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 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% 0 -0.0 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 (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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