Signals

← Signals

☆SPAB

667 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#153
Score / z1.458 / 1.74
Consensus182.10 over 338 funds
Momentumno 12m return

Price & positioning

251 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 646.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 370.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 367.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 251.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 249.8 3.3% 5 -0.2 pp -2.6 pp -2.5 pp -2.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 248.2 1.2% 4 -0.2 pp -0.3 pp -0.5 pp +1.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 199.3 2.6% 5 -0.5 pp -0.7 pp -0.9 pp -1.2 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 182.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 142.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 131.6 1.4% 5 -0.6 pp -0.9 pp -0.9 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 116.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 113.0 14.4% 5 -0.6 pp +0.1 pp -0.1 pp -0.9 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 90.0 1.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 81.8 1.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 70.5 0.9% 5 -0.1 pp -0.1 pp -0.1 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 68.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 67.9 4.3% 5 +1.0 pp +0.0 pp +0.0 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 66.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 64.7 8.5% 5 +1.8 pp +1.9 pp +1.4 pp +1.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 61.9 5.5% 5 -0.8 pp -0.6 pp -0.7 pp -1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 60.5 2.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 60.0 2.9% 5 -0.5 pp -1.3 pp -1.5 pp -1.6 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 59.6 0.8% 5 -0.6 pp -0.7 pp -0.8 pp -1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 56.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 56.3 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 56.3 3.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 53.3 8.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 52.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 52.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 45.3 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 41.7 0.7% 5 -0.0 pp -0.0 pp -0.7 pp -0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 41.5 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 39.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 36.5 18.4% 6 -0.5 pp -1.0 pp +0.2 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 36.3 3.2% 5 -0.5 pp -0.9 pp -1.0 pp -1.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 36.0 3.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 35.2 3.0% 5 -0.5 pp +0.2 pp +0.3 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 35.1 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 34.4 1.1% 5 -1.5 pp -0.7 pp -0.7 pp -0.8 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 34.4 9.3% 5 -0.7 pp +1.5 pp +1.3 pp +0.9 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 33.2 7.8% 5 -0.7 pp -0.4 pp -0.4 pp -0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 32.1 10.2% 5 -2.6 pp -1.8 pp -1.9 pp -2.2 pp
☆RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 32.0 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 31.9 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 30.6 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 30.4 1.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 30.0 5.3% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 29.6 2.8% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 27.0 1.7% 5 -0.1 pp -0.3 pp -0.9 pp -0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 26.6 2.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 25.5 2.0% 5 -5.6 pp -2.9 pp -2.8 pp -2.9 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 25.3 1.3% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 24.5 5.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 24.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 24.0 16.4% 2 -1.0 pp +16.4 pp +16.4 pp +16.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 21.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 20.1 4.2% 5 -1.2 pp -0.2 pp -2.5 pp -2.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 19.0 2.4% 5 +0.8 pp +0.8 pp +0.5 pp +0.3 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 18.9 6.4% 5 -0.4 pp -0.5 pp -0.7 pp -0.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.6 0.3% 4 -0.2 pp -0.6 pp -0.9 pp +0.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 18.5 3.8% 5 +1.3 pp +1.2 pp +0.2 pp +0.1 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 17.9 11.2% 6 -1.4 pp -2.4 pp -1.3 pp -0.8 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 17.7 2.0% 5 -0.2 pp +0.6 pp +0.6 pp -0.3 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 17.2 5.3% 2 -0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 16.7 0.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 16.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 15.9 1.0% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 15.9 0.4% 5 -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 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 14.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 14.1 7.3% 5 -0.4 pp -0.2 pp +0.6 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 13.9 0.5% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 13.8 2.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 13.8 1.2% 5 -0.4 pp -0.8 pp -1.0 pp -1.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.8 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 13.1 10.3% 2 -0.1 pp +10.3 pp +10.3 pp +10.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 11.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 11.2 6.2% 5 -1.7 pp -1.2 pp -1.0 pp -0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.1 1.0% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 10.6 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.1 1.7% 5 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 10.0 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 9.7 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 9.6 2.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.7 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 9.4 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 9.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 9.1 0.4% 5 -2.2 pp -2.1 pp -2.1 pp -2.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 8.9 1.7% 5 +0.6 pp +0.5 pp -0.1 pp -0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 8.6 1.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 8.6 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 8.1 5.6% 2 -0.9 pp +5.6 pp +5.6 pp +5.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 8.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.1 0.1% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 8.0 4.3% 5 -3.6 pp -3.7 pp -3.0 pp -3.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 8.0 1.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 8.0 2.9% 5 -0.7 pp -0.4 pp -0.3 pp -0.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.9 0.7% 5 +0.0 pp +0.1 pp -4.3 pp -5.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 7.9 0.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 7.8 0.8% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.8 0.4% 2 -0.1 pp +0.4 pp -0.8 pp -0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.8 0.4% 5 -0.0 pp -0.0 pp -0.4 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 7.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.8 1.0% 5 -0.2 pp -0.1 pp -0.4 pp -0.5 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 6.4 1.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.3 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.2 2.4% 5 -0.2 pp -0.4 pp -0.0 pp -0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.0 2.2% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 5.9 1.2% 5 +0.1 pp -0.3 pp -0.2 pp -0.4 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 5.7 2.7% 5 -1.0 pp -1.2 pp -1.5 pp -2.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.7 1.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.6 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.6 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆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
☆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
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 -1.0 pp -1.1 pp -1.0 pp -1.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -1.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -1.8 pp -1.5 pp -1.5 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 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
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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