Signals

← Signals

☆SPAB

637 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#172
Score / z1.338 / 1.19
Consensus193.57 over 361 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+158% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 633.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 404.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 358.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 325.4 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 250.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 239.0 3.5% 4 -2.4 pp -2.3 pp -1.9 pp +3.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 199.5 3.1% 4 -0.2 pp -0.4 pp -0.8 pp +3.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 183.7 2.1% 4 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 183.4 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 152.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 149.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 111.4 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 107.1 14.9% 4 +0.7 pp +0.4 pp -0.3 pp +14.9 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 94.8 1.5% 4 -0.1 pp -0.2 pp -0.4 pp +1.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 86.8 2.0% 4 +0.0 pp +0.1 pp -0.2 pp +2.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 77.2 1.5% 4 +0.1 pp +0.2 pp +0.1 pp +1.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 72.1 7.6% 4 +2.8 pp +2.9 pp +2.7 pp +7.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 69.1 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 68.4 0.2% 5 +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 65.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 61.9 3.5% 4 -0.7 pp -1.0 pp -1.1 pp +3.5 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 60.4 6.2% 4 +0.1 pp +0.0 pp -0.3 pp +6.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 58.2 2.3% 4 +0.1 pp +0.1 pp +0.0 pp +2.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 57.1 2.5% 4 +0.1 pp +0.1 pp -0.0 pp +2.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 54.1 4.0% 4 +0.0 pp -0.1 pp -0.3 pp +4.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 52.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 50.2 8.4% 4 -0.2 pp -0.3 pp -0.5 pp +8.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 47.7 1.8% 4 +0.0 pp -0.0 pp -0.3 pp +1.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 47.7 0.5% 4 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 46.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 45.5 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 45.3 3.3% 4 -1.0 pp -1.0 pp -0.1 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 43.1 6.6% 4 +0.0 pp -0.4 pp -0.6 pp +6.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 38.5 0.7% 4 -0.0 pp -0.6 pp -0.6 pp +0.7 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 36.4 3.7% 4 -0.5 pp -0.5 pp -0.7 pp +3.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.0 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 35.9 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 35.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 35.0 3.5% 4 +0.7 pp +0.8 pp +0.6 pp +3.5 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 34.9 18.9% 5 -0.5 pp +0.7 pp +0.5 pp -1.3 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 34.8 12.8% 4 +0.8 pp +0.7 pp +0.3 pp +12.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 34.5 2.6% 4 +0.7 pp +0.8 pp +0.6 pp +2.6 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 33.9 3.3% 4 +0.1 pp +0.2 pp +0.2 pp +3.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 32.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 32.4 9.9% 4 +2.2 pp +2.0 pp +1.6 pp +9.9 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 31.8 8.4% 4 +0.3 pp +0.3 pp +0.3 pp +8.4 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 31.4 1.6% 4 +0.0 pp -0.1 pp -0.7 pp +1.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 30.2 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 30.1 0.1% 4 +0.0 pp -0.1 pp -0.5 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 28.7 3.0% 4 -0.0 pp +0.1 pp +0.0 pp +3.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 28.4 1.1% 4 -0.3 pp -0.2 pp -0.4 pp +1.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 27.0 5.7% 4 -0.2 pp -0.2 pp -0.3 pp +5.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 26.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 25.6 0.3% 4 -0.1 pp +0.0 pp -0.1 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 24.7 5.5% 4 +0.1 pp +0.1 pp +0.0 pp +5.5 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 24.5 2.5% 4 -0.0 pp -0.1 pp -0.1 pp +2.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 24.5 0.6% 3 -0.4 pp -0.7 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 24.3 1.9% 4 -0.2 pp -0.8 pp -0.8 pp +1.9 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 24.3 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 23.9 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 23.8 5.4% 4 +1.0 pp -1.3 pp -1.3 pp +5.4 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 21.8 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 19.5 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.2 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 18.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 18.2 6.8% 4 -0.1 pp -0.3 pp -0.3 pp +6.8 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 17.9 12.6% 5 -1.0 pp +0.1 pp +0.5 pp -0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 17.6 1.3% 4 +1.2 pp +1.2 pp +1.2 pp +1.3 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 17.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 16.5 2.2% 4 +0.8 pp +0.9 pp -0.0 pp +2.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 16.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bensler, LLC CIK 0001965941 0.354 198 15.3 1.6% 4 -0.4 pp -0.6 pp -0.9 pp +1.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 14.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 14.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 13.6 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 13.5 7.9% 4 -0.1 pp +0.5 pp +0.5 pp +7.9 pp
☆Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 13.4 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 13.1 7.7% 4 +0.1 pp +1.0 pp +0.8 pp +7.7 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 13.0 2.2% 4 +0.1 pp +0.2 pp -0.2 pp +2.2 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 13.0 7.9% 4 +0.5 pp +0.7 pp +1.4 pp +7.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.8 1.3% 4 -0.1 pp -0.1 pp -0.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 11.5 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 11.0 6.6% 5 -0.8 pp -2.1 pp -3.0 pp -4.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 10.9 2.5% 4 -0.1 pp -1.2 pp -1.2 pp +2.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 10.8 1.6% 4 +0.0 pp -0.3 pp -0.4 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 10.6 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 10.0 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 9.8 2.5% 4 -0.1 pp -0.2 pp -0.4 pp +2.5 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 9.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 9.2 1.7% 4 +0.0 pp +0.1 pp +0.4 pp +1.7 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 9.0 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 8.9 1.9% 4 +0.0 pp +0.1 pp -0.1 pp +1.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 8.6 1.6% 4 +0.0 pp +0.0 pp -0.3 pp +1.6 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 8.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 8.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 8.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 8.5 3.6% 4 +0.3 pp +0.4 pp +0.3 pp +3.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.0 2.1% 4 +0.0 pp -0.0 pp -0.5 pp +2.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.8 0.4% 1 +0.4 pp -0.7 pp -0.3 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 7.7 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.5 0.4% 4 +0.0 pp -0.4 pp +0.0 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 7.3 0.5% 4 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.0 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.9 1.2% 4 +0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 6.9 3.7% 4 -0.2 pp -0.5 pp -1.2 pp +3.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 6.5 0.6% 4 +0.0 pp -4.4 pp -5.5 pp +0.6 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 6.4 2.1% 4 +0.1 pp -0.0 pp -0.1 pp +2.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.3 2.6% 4 -0.2 pp +0.2 pp -0.2 pp +2.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.1 2.3% 4 +0.2 pp +0.1 pp +0.0 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.8 1.8% 4 +0.1 pp +0.0 pp -0.1 pp +1.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.8 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Rinkey Investments CIK 0001730774 0.601 128 5.5 1.4% 4 +0.0 pp -1.9 pp -2.5 pp +1.4 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.1 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆NYL Investors LLC CIK 0001606720 0.732 29 3.7 1.4% 4 +0.2 pp +0.2 pp +0.4 pp +1.4 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 3.6 0.5% 4 +0.0 pp -0.2 pp -0.3 pp +0.5 pp
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☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.6 1.1% 4 +0.0 pp +0.2 pp +0.3 pp +1.1 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.6 1.1% 4 +0.0 pp +0.1 pp -0.1 pp +1.1 pp
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☆Private Wealth Group, LLC CIK 0001512780 0.679 76 2.1 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.1 1.3% 4 +0.2 pp +0.3 pp -0.6 pp +1.3 pp
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☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.0 0.3% 4 -0.2 pp -1.1 pp -1.2 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.1% 4 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.4 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.7 pp
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☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 -7.3 pp -7.6 pp -7.5 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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.4 pp -0.7 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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