Signals

← Signals

☆SPDW

1181 in-universe funds with a nonzero position in SPDW within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#182
Score / z1.060 / 1.50
Consensus373.34 over 731 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1% / 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 5,557.2 4.0% 3 +0.3 pp +0.5 pp +4.0 pp +4.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2,541.0 4.8% 3 +0.0 pp -0.0 pp +4.8 pp +4.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,658.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1,323.0 5.4% 3 -0.2 pp -0.8 pp +5.4 pp +5.4 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 872.1 18.3% 3 +1.5 pp +2.4 pp +18.3 pp +18.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 603.8 1.4% 3 +0.0 pp +0.0 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 529.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 375.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 372.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 353.8 0.1% 3 +0.0 pp +0.0 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 309.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 280.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 253.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 235.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 213.4 2.7% 3 -0.1 pp -0.5 pp +2.7 pp +2.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 206.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 203.6 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 195.7 15.9% 3 -0.4 pp +2.1 pp +15.9 pp +15.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 190.3 5.2% 3 -0.0 pp -0.0 pp +5.2 pp +5.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 178.7 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 175.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 158.4 15.9% 3 +0.8 pp +1.1 pp +15.9 pp +15.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 137.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 135.1 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 129.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 124.0 4.5% 2 +1.0 pp +4.5 pp +4.5 pp +4.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 118.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 114.8 2.6% 3 +1.1 pp +1.0 pp +2.6 pp +2.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 114.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 114.6 0.4% 3 -1.4 pp -1.3 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 102.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 100.3 8.8% 3 +0.6 pp +1.0 pp +8.8 pp +8.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 99.1 3.7% 3 +0.3 pp +0.1 pp +3.7 pp +3.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 99.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 97.1 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 95.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 95.4 18.1% 3 +0.8 pp +0.6 pp +18.1 pp +18.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 93.2 3.9% 3 +0.2 pp -1.1 pp +3.9 pp +3.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 92.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 90.4 3.6% 3 +0.0 pp +0.2 pp +3.6 pp +3.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 89.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 87.5 6.4% 3 -0.3 pp +2.0 pp +6.4 pp +6.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 85.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 83.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 83.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 83.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 81.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 80.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 79.7 6.0% 3 +1.8 pp +5.4 pp +6.0 pp +6.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 78.8 8.9% 3 +0.1 pp -1.3 pp +8.9 pp +8.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 78.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 72.7 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 72.3 9.6% 3 -0.8 pp -1.0 pp +9.6 pp +9.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 70.5 3.4% 3 +0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 67.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 67.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 64.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 62.3 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 61.5 16.5% 3 +0.0 pp +0.0 pp +16.5 pp +16.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 61.4 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 57.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 56.6 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 54.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 53.8 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 52.7 4.2% 3 +0.4 pp +0.5 pp +4.2 pp +4.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 50.7 6.6% 3 +0.6 pp +1.1 pp +6.6 pp +6.6 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 49.9 6.9% 3 +1.1 pp +1.5 pp +6.9 pp +6.9 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 49.6 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 49.0 4.1% 3 +0.0 pp -0.0 pp +4.1 pp +4.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 48.0 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆Summit Global Investments CIK 0001697953 0.729 523 47.5 2.8% 3 +1.0 pp +1.3 pp +2.8 pp +2.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 46.0 4.5% 3 +0.0 pp +0.2 pp +4.5 pp +4.5 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 44.0 7.3% 3 +0.2 pp -0.1 pp +7.3 pp +7.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 43.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 43.2 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 41.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 41.2 12.6% 3 +0.1 pp -0.3 pp +12.6 pp +12.6 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 40.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 40.0 3.8% 3 -0.5 pp -0.9 pp +3.8 pp +3.8 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 39.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 36.3 6.9% 3 +0.2 pp +0.2 pp +6.9 pp +6.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 36.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 36.0 6.8% 3 +0.2 pp +0.2 pp +6.8 pp +6.8 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 35.5 2.7% 3 +0.5 pp +1.1 pp +2.7 pp +2.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 35.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 35.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 35.0 2.5% 3 +0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 34.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 34.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 33.9 5.5% 3 -0.0 pp +0.0 pp +5.5 pp +5.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 33.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 33.5 3.6% 3 -1.2 pp -1.8 pp +3.6 pp +3.6 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 33.5 7.6% 3 +0.1 pp +0.2 pp +7.6 pp +7.6 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 33.4 12.6% 3 +1.4 pp +2.8 pp +12.6 pp +12.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 32.9 4.3% 3 +0.1 pp +0.2 pp +4.3 pp +4.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.2 5.6% 3 +0.2 pp +1.4 pp +5.6 pp +5.6 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 32.1 10.2% 3 +1.0 pp +1.6 pp +10.2 pp +10.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 32.0 2.4% 3 +0.4 pp +0.5 pp +2.4 pp +2.4 pp
☆Rinkey Investments CIK 0001730774 0.601 128 30.8 7.8% 3 -0.4 pp -1.2 pp +7.8 pp +7.8 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 30.4 5.7% 3 -0.0 pp +0.0 pp +5.7 pp +5.7 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 30.3 14.3% 5 +0.1 pp -0.5 pp -0.8 pp -0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 30.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 29.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 29.2 7.5% 3 -0.0 pp -0.2 pp +7.5 pp +7.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 28.8 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 27.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 27.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 27.1 7.5% 3 +0.0 pp +2.5 pp +7.5 pp +7.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 26.9 2.0% 3 +0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 26.6 8.7% 3 +7.3 pp +7.6 pp +8.7 pp +8.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 26.5 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 26.3 6.2% 3 +0.4 pp +1.3 pp +6.2 pp +6.2 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 26.3 5.4% 3 +0.2 pp -0.1 pp +5.4 pp +5.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 25.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 25.3 5.7% 3 +0.9 pp +1.1 pp +5.7 pp +5.7 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 25.2 7.0% 3 +0.3 pp -2.3 pp +7.0 pp +7.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 24.7 7.5% 3 -0.0 pp +1.6 pp +7.5 pp +7.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 24.4 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 24.4 12.9% 3 -0.1 pp -0.2 pp +12.9 pp +12.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 24.2 0.9% 3 +0.3 pp +0.2 pp +0.9 pp +0.9 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 24.0 11.8% 4 +2.0 pp +0.1 pp +0.6 pp +11.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 23.5 1.2% 3 -0.1 pp -0.8 pp +1.2 pp +1.2 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 23.4 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 23.4 9.1% 3 -0.6 pp +1.0 pp +9.1 pp +9.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 23.3 1.1% 3 +0.8 pp +0.8 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 21.9 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.6 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 20.4 9.1% 4 +0.2 pp +0.2 pp -0.3 pp +9.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 19.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 19.6 2.7% 3 +0.4 pp +0.7 pp +2.7 pp +2.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 19.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 18.8 2.4% 3 +0.1 pp -2.0 pp +2.4 pp +2.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 18.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 18.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 18.1 7.8% 3 -2.3 pp -1.7 pp +7.8 pp +7.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 17.8 2.3% 3 -1.0 pp -1.0 pp +2.3 pp +2.3 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 17.8 4.0% 3 -0.1 pp -0.1 pp +4.0 pp +4.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 17.7 7.5% 3 -0.0 pp +0.2 pp +7.5 pp +7.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.3 pp -0.2 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
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 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 -1.6 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -6.6 pp -6.7 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
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☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -3.1 pp -3.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
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☆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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -5.4 pp -5.1 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -4.5 pp -4.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆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
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -3.5 pp -3.2 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -3.6 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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