Signals

← Signals

☆SPEM

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

Flow ranking

Rank#1027
Score / z0.057 / 0.08
Consensus292.27 over 575 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,047.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 812.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 647.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 618.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 433.5 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 325.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 298.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 220.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 207.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 195.4 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 168.0 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 164.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 151.4 8.5% 2 +0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 125.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 120.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 108.3 0.0% 2 -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 107.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 98.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 97.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.6 0.0% 2 +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 85.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 84.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 81.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 78.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 70.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 68.9 5.5% 2 +0.9 pp +5.5 pp +5.5 pp +5.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 55.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 53.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 51.8 0.9% 4 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 50.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 49.1 5.6% 2 +0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 47.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 40.1 7.4% 2 +0.2 pp +7.4 pp +7.4 pp +7.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 38.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 38.3 4.2% 2 +1.5 pp +4.2 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 37.6 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 37.2 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 35.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 34.8 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 34.4 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 33.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 33.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 33.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 32.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 32.5 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 32.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 30.7 2.6% 2 +0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 30.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 29.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 29.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 28.1 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 27.9 8.0% 2 -1.9 pp +8.0 pp +8.0 pp +8.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 27.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 24.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 24.2 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 24.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 22.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 22.1 5.0% 2 +1.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 21.4 3.2% 2 -1.8 pp +3.2 pp +3.2 pp +3.2 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 20.3 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 20.3 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 19.9 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 19.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 19.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 19.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 19.0 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 18.9 2.7% 2 +0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 18.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 17.5 8.2% 2 +0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 17.2 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 16.9 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 16.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 16.8 6.5% 2 +0.8 pp +6.5 pp +6.5 pp +6.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 16.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 16.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Global Investments CIK 0001697953 0.729 523 15.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 15.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 15.0 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 14.9 3.4% 2 +3.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 14.6 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 14.3 6.9% 2 +0.9 pp +6.9 pp +6.9 pp +6.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 14.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 13.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 13.7 4.2% 2 +0.6 pp +4.2 pp +4.2 pp +4.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 13.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 13.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 13.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 13.0 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 12.9 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.8 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 12.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 12.5 5.8% 2 -0.6 pp +5.8 pp +5.8 pp +5.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.1 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 11.4 9.1% 2 -0.4 pp +9.1 pp +9.1 pp +9.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 11.3 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 11.2 5.0% 3 +0.2 pp +2.5 pp +5.0 pp +5.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 11.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 11.0 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 10.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 10.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 10.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 10.2 1.4% 3 +0.1 pp +0.8 pp +1.4 pp +1.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 10.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 9.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 9.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 9.7 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 9.4 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 9.4 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 9.2 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 9.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 9.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 8.9 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 8.9 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 8.8 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 8.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 8.6 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 8.1 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 8.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 8.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 7.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 7.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 7.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆David Kennon Inc CIK 0001954126 0.575 45 7.4 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 7.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 7.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 7.1 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 6.9 3.3% 3 -0.5 pp -0.3 pp +3.3 pp +3.3 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.9 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 6.8 5.6% 2 +0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 6.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 6.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 6.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 6.6 5.8% 3 +0.3 pp +0.0 pp +5.8 pp +5.8 pp
☆CX Institutional CIK 0001737089 0.437 1568 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 6.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 6.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 6.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 5.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 5.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 5.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.6 4.4% 4 +0.2 pp +0.1 pp +0.4 pp +4.4 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 5.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 5.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 5.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 5.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.4 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 5.4 1.2% 4 -0.0 pp +0.2 pp +0.3 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 5.3 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 5.3 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 5.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 5.1 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.1 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
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☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 5.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 5.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Optas, LLC CIK 0001802961 0.460 494 4.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆Collier Financial CIK 0001902901 0.619 141 4.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 4.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 4.6 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Alliance Wealth Management Group CIK 0001623707 0.630 103 4.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 4.3 1.9% 2 +1.7 pp +1.9 pp +1.9 pp +1.9 pp
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☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.2 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 4.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 4.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 4.0 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
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☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 3.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆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
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☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.2 2.6% 3 +0.4 pp +0.2 pp +2.6 pp +2.6 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.3 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 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
☆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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 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
☆First Financial Group Corp CIK 0002054920 0.406 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 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
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -6.8 pp +0.0 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 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 SPEM). Qtrs Held counts distinct quarters this fund has actually held SPEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPEM position size. Δ columns are the percentage-point change in SPEM'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