Signals

← Signals

☆SPEM

1108 in-universe funds with a nonzero position in SPEM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#597
Score / z0.293 / 0.25
Consensus335.77 over 652 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-9% / 1.6d

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 1,021.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 858.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 789.1 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 783.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 437.8 1.8% 4 -0.0 pp -0.1 pp +0.4 pp +1.8 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 421.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 351.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 301.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 229.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 193.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 192.5 2.2% 4 -0.2 pp -0.4 pp -0.7 pp +2.2 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 157.9 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 152.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 147.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 140.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 134.3 0.1% 4 +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 115.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 111.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 99.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 98.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 89.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 88.5 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 68.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 62.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 62.4 1.7% 4 +0.3 pp +0.2 pp +0.2 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 61.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 59.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 52.9 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 52.8 0.9% 6 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 49.0 1.3% 4 +0.1 pp +0.6 pp +0.6 pp +1.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 48.5 2.1% 4 +0.2 pp +0.6 pp +0.4 pp +2.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 47.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 47.8 1.3% 4 +0.0 pp +0.3 pp +0.3 pp +1.3 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 46.5 4.7% 4 +0.8 pp -0.8 pp +0.1 pp +4.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 40.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 40.6 7.7% 4 -0.0 pp +0.2 pp +0.4 pp +7.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 40.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 37.6 3.9% 4 -0.1 pp -0.1 pp +0.1 pp +3.9 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 37.6 1.6% 4 -0.2 pp -0.0 pp -0.1 pp +1.6 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 37.3 3.1% 4 -0.2 pp -0.3 pp -1.0 pp +3.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 37.1 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 36.9 4.6% 4 +1.6 pp +1.4 pp -0.4 pp +4.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 36.3 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 35.2 2.9% 4 +0.0 pp +0.1 pp +0.1 pp +2.9 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 34.8 1.3% 4 -0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 34.2 1.1% 4 +0.9 pp +0.4 pp +0.4 pp +1.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 34.1 1.3% 4 +0.1 pp +0.0 pp +0.1 pp +1.3 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 32.4 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 32.4 3.2% 4 +0.0 pp -0.1 pp +0.0 pp +3.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 32.2 5.4% 4 +0.1 pp +0.0 pp +0.2 pp +5.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 31.3 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 31.1 2.3% 4 -0.2 pp -0.3 pp +0.5 pp +2.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 30.0 3.3% 4 -1.8 pp -2.3 pp -1.8 pp +3.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 28.0 4.0% 4 +3.7 pp +3.9 pp +3.9 pp +4.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 27.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 27.5 2.2% 4 -0.0 pp -0.0 pp -0.0 pp +2.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 26.8 2.0% 4 +0.5 pp +0.9 pp +1.9 pp +2.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 26.2 5.2% 4 -1.7 pp +1.9 pp +5.1 pp +5.2 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 25.7 1.1% 3 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 22.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 22.8 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 22.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 22.3 2.2% 4 -0.1 pp -2.0 pp -0.6 pp +2.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 21.1 2.6% 2 +1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 20.7 1.3% 4 +0.0 pp +0.0 pp +0.2 pp +1.3 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 20.6 2.8% 4 -0.5 pp -0.7 pp -1.4 pp +2.8 pp
☆MA Private Wealth CIK 0001767474 0.750 88 20.5 3.5% 4 -0.8 pp +2.8 pp +2.9 pp +3.5 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 20.2 5.5% 4 -0.8 pp -1.6 pp -1.5 pp +5.5 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 20.2 7.1% 4 +0.2 pp +0.0 pp +0.1 pp +7.1 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 20.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 19.5 1.8% 4 -0.0 pp -0.1 pp -0.0 pp +1.8 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 19.2 3.8% 4 -1.3 pp -1.2 pp -0.1 pp +3.8 pp
☆LPWM LLC CIK 0001801101 0.514 98 17.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 17.8 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 17.7 6.7% 4 +0.2 pp +0.1 pp +0.9 pp +6.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 17.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 17.2 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 17.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 17.0 6.5% 4 -0.2 pp -0.1 pp -0.2 pp +6.5 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 17.0 1.7% 4 +0.0 pp -0.0 pp +0.1 pp +1.7 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 16.8 1.9% 2 -0.1 pp +1.9 pp -0.1 pp +1.9 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 16.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.3 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.8 1.3% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.7 1.0% 4 +0.4 pp +0.4 pp +0.4 pp +1.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 15.4 2.0% 4 +0.0 pp +0.6 pp +1.0 pp +2.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.4 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 14.3 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 13.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 13.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 13.7 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.6 0.1% 4 +0.0 pp -1.0 pp -0.9 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 13.6 1.8% 4 -1.8 pp -1.7 pp -1.4 pp +1.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 13.4 2.6% 4 -0.0 pp +0.4 pp +0.5 pp +2.6 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 13.3 2.9% 4 -1.0 pp -1.2 pp -1.1 pp +2.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 13.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 12.9 3.4% 4 +0.0 pp -0.1 pp -0.0 pp +3.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 12.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 12.5 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.5 2.3% 4 -0.0 pp -0.2 pp -0.5 pp +2.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 12.3 2.4% 4 +0.4 pp +0.5 pp +0.5 pp +2.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.3 3.1% 4 -0.0 pp -0.1 pp +0.0 pp +3.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 12.2 5.5% 4 -0.1 pp -0.3 pp -1.0 pp +5.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 12.0 5.6% 4 -3.6 pp -1.3 pp -0.5 pp +5.6 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 11.7 4.1% 4 -0.1 pp -0.1 pp +0.4 pp +4.1 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 11.7 8.4% 4 -0.2 pp -0.7 pp -1.2 pp +8.4 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 11.7 4.5% 4 +0.3 pp +0.5 pp +0.5 pp +4.5 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 11.7 1.9% 4 +0.3 pp +0.2 pp +0.3 pp +1.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 11.7 1.2% 4 +0.1 pp -0.0 pp +0.1 pp +1.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 11.6 1.5% 6 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 11.1 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.9 3.5% 4 -0.0 pp +0.0 pp +0.1 pp +3.5 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 10.8 2.4% 4 +0.1 pp +0.6 pp +0.6 pp +2.4 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 10.7 4.7% 4 -2.5 pp -3.4 pp -3.3 pp +4.7 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 10.7 4.8% 5 +0.0 pp -0.2 pp -0.0 pp +2.3 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 10.6 2.4% 4 +0.6 pp +1.3 pp +2.1 pp +2.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.5 0.9% 4 -0.3 pp -0.7 pp -0.8 pp +0.9 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 10.5 2.5% 4 +0.1 pp +0.2 pp +1.1 pp +2.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.4 0.8% 5 +0.3 pp +0.4 pp +0.5 pp +0.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 10.4 1.3% 4 +0.4 pp +0.5 pp +0.5 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.2 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 10.2 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 10.0 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 9.9 0.6% 4 -0.8 pp -0.3 pp -0.2 pp +0.6 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.6 4.3% 4 -0.5 pp +0.4 pp +0.6 pp +4.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 9.6 0.7% 4 +0.0 pp -0.1 pp +0.1 pp +0.7 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 9.5 2.5% 4 -0.1 pp -0.0 pp -0.2 pp +2.5 pp
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☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 9.4 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 9.3 2.0% 4 +0.2 pp +0.5 pp +0.4 pp +2.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.2 0.5% 1 +0.5 pp -0.8 pp -0.2 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 8.8 2.4% 4 -0.2 pp -0.6 pp -0.0 pp +2.4 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 8.4 3.5% 4 +0.1 pp -0.0 pp +0.0 pp +3.5 pp
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☆Opes Wealth Management LLC CIK 0001766918 0.574 141 8.2 1.4% 4 +0.0 pp +0.0 pp +0.1 pp +1.4 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status