Signals

← Signals

☆SPAB

489 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#220
Score / z0.995 / 1.26
Consensus147.87 over 297 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+364% / 1.0d ⚡

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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 605.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 567.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 323.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 284.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 269.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 197.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 113.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 99.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 97.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 94.6 8.5% 2 -0.4 pp +8.5 pp +8.5 pp +8.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 92.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 89.1 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 76.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 76.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 75.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 72.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 64.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 61.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 61.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 59.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 59.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 54.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 53.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 52.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆KWB Wealth CIK 0001822236 0.453 169 50.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 50.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 48.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 48.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 44.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 43.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 42.8 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 42.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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 41.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 41.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 38.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 37.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 35.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 35.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 33.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 32.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 31.3 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 29.1 18.4% 2 -1.8 pp +18.4 pp +18.4 pp +18.4 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 28.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 28.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 28.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 28.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 28.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 27.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 27.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 27.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 26.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 26.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 24.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 23.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 23.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 23.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 22.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 22.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 21.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 21.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 20.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 20.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 17.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 16.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 16.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 15.7 12.1% 2 -0.7 pp +12.1 pp +12.1 pp +12.1 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 14.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 14.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 13.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 12.9 9.6% 2 -1.3 pp +9.6 pp +9.6 pp +9.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 12.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 12.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 11.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 11.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 11.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 11.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 10.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 9.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 9.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 8.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 8.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 8.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 8.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 8.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 8.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 7.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 7.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 7.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 7.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 6.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 6.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 6.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 6.1 3.5% 2 +3.0 pp +3.5 pp +3.5 pp +3.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 5.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 5.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 5.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 4.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Busey Bank CIK 0001427202 0.741 388 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.1 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.6 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% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.3 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 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 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.7 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 1.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.4 1.1% 3 -0.8 pp -0.8 pp +1.1 pp +1.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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% 1 +0.0 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
☆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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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