Signals

← Signals

☆SPDW

1114 in-universe funds with a nonzero position in SPDW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#904
Score / z0.085 / 0.13
Consensus353.36 over 697 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 4,825.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2,502.8 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,457.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,270.9 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 651.7 16.8% 2 +1.0 pp +16.8 pp +16.8 pp +16.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 583.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 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 436.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 360.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 315.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 256.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 252.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 212.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 210.4 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 205.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 203.8 16.3% 2 +2.5 pp +16.3 pp +16.3 pp +16.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 190.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 186.8 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 158.1 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 154.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 144.4 15.0% 2 +0.2 pp +15.0 pp +15.0 pp +15.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 135.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 127.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 126.3 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 123.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 106.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 101.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 98.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 93.0 17.3% 2 -0.2 pp +17.3 pp +17.3 pp +17.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 91.9 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 91.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 91.1 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 89.7 8.2% 2 +0.4 pp +8.2 pp +8.2 pp +8.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 89.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 86.4 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 85.5 3.7% 2 -1.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 84.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 83.5 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 80.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 80.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 80.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 77.7 6.7% 2 +2.3 pp +6.7 pp +6.7 pp +6.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 74.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 73.8 8.8% 2 -1.4 pp +8.8 pp +8.8 pp +8.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 72.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 72.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 72.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 69.9 10.5% 2 -0.2 pp +10.5 pp +10.5 pp +10.5 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 69.4 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 67.8 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 63.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 59.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 59.6 16.5% 2 -0.0 pp +16.5 pp +16.5 pp +16.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 54.3 4.1% 2 +3.6 pp +4.1 pp +4.1 pp +4.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 54.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 52.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 50.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 47.4 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 46.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 45.6 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 45.0 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 44.3 5.9% 2 +0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 42.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 42.0 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 41.8 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 41.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 40.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 39.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 38.8 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 38.7 12.5% 2 -0.4 pp +12.5 pp +12.5 pp +12.5 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 38.2 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 38.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 36.6 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 35.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 34.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 34.5 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 34.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 34.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 34.0 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 33.9 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 33.5 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 32.6 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Summit Global Investments CIK 0001697953 0.729 523 31.7 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Rinkey Investments CIK 0001730774 0.601 128 31.0 8.2% 2 -0.8 pp +8.2 pp +8.2 pp +8.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 31.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 30.9 4.5% 2 +0.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 30.9 7.5% 2 +0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 30.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 29.9 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 29.8 5.4% 2 +1.3 pp +5.4 pp +5.4 pp +5.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 29.2 4.2% 2 +2.0 pp +4.2 pp +4.2 pp +4.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 29.0 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 28.8 11.2% 2 +1.4 pp +11.2 pp +11.2 pp +11.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 28.4 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 28.3 14.3% 4 -0.5 pp -0.8 pp -0.5 pp +14.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 28.2 9.2% 2 +0.5 pp +9.2 pp +9.2 pp +9.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 27.6 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 27.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 26.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 26.1 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 26.0 7.5% 2 +2.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 25.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 25.0 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 24.7 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 24.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 24.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 24.0 7.5% 2 +1.6 pp +7.5 pp +7.5 pp +7.5 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 24.0 6.7% 2 -2.6 pp +6.7 pp +6.7 pp +6.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 23.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 23.4 13.1% 2 -0.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 23.4 5.7% 2 +0.9 pp +5.7 pp +5.7 pp +5.7 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 23.1 9.7% 2 +1.6 pp +9.7 pp +9.7 pp +9.7 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 23.1 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 22.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 22.1 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 21.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 21.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 20.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 20.3 9.8% 3 -1.9 pp -1.4 pp +9.8 pp +9.8 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 19.8 8.9% 3 -0.0 pp -0.5 pp +8.9 pp +8.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 18.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 18.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 18.4 10.1% 2 +0.6 pp +10.1 pp +10.1 pp +10.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 18.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 18.3 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 17.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 17.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 17.2 3.7% 2 -0.8 pp +3.7 pp +3.7 pp +3.7 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 17.1 2.3% 2 -2.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 16.9 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 16.5 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 16.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 16.4 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 16.3 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 16.2 5.0% 2 +0.8 pp +5.0 pp +5.0 pp +5.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 16.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 4.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 4.7 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 4.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 4.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 4.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 4.4 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
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☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 4.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 4.3 3.0% 3 -0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Norway Savings Bank CIK 0001692227 0.255 104 4.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 4.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.1 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 4.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 4.1 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.0 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 4.0 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 4.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 4.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 3.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 3.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 3.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 3.9 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 3.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 3.7 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 3.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
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☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 3.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Global Endowment Management, LP CIK 0001512237 0.755 72 3.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 3.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 3.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 3.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Quent Capital, LLC CIK 0001912338 0.680 1649 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 3.2 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 3.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆One Capital Management, LLC CIK 0001606588 0.779 522 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TLWM CIK 0001732537 0.888 73 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.3 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 -6.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SPDW). Qtrs Held counts distinct quarters this fund has actually held SPDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPDW position size. Δ columns are the percentage-point change in SPDW'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