Signals

SPEM

1181 in-universe funds with a nonzero position in SPEM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#666
Score / z0.224 / 0.25
Consensus337.52 over 657 funds
Momentum-0.12 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-3%
Short interest-32% / 2.7d

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)
Fund Positions
Quarters Held

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 1,107.9 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 975.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 926.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 576.9 0.1% 5 +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 488.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 373.9 1.6% 5 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 367.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 270.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 232.8 11.3% 2 -0.6 pp +11.3 pp +11.3 pp +11.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 213.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 201.6 0.4% 5 -1.2 pp -1.1 pp -1.2 pp -1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 183.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 180.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 174.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 174.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 173.4 1.9% 5 -0.3 pp -0.5 pp -0.7 pp -1.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 125.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 124.2 0.0% 5 +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 120.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 115.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 111.2 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 109.9 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 100.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 95.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 78.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 72.9 0.4% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 71.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 69.1 1.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 67.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 65.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 60.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 57.5 1.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 56.6 0.8% 7 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 53.5 1.3% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 50.4 1.8% 5 +0.2 pp -0.1 pp +0.1 pp +0.1 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 48.7 4.2% 5 -0.5 pp +0.3 pp -1.3 pp -0.4 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 45.8 4.6% 5 +1.2 pp -0.5 pp -1.1 pp -0.6 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 45.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 45.3 1.0% 5 -0.3 pp -0.2 pp +0.3 pp +0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 44.8 7.7% 5 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 44.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 43.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 41.9 3.9% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 41.3 3.1% 5 +0.0 pp -0.2 pp -0.3 pp -1.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 40.8 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 40.4 1.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 39.6 0.6% 5 -0.5 pp +0.4 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 36.8 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 36.3 2.3% 5 +0.0 pp -0.2 pp -0.3 pp +0.5 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 36.3 1.4% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 35.9 3.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 34.7 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
MATAURO, LLC CIK 0002052964 0.684 158 33.6 4.4% 5 +0.4 pp +4.0 pp +4.3 pp +4.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 31.6 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
VICUS CAPITAL CIK 0001544806 0.660 268 31.1 2.0% 5 +0.0 pp +0.5 pp +0.9 pp +1.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 29.7 2.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 27.7 2.7% 5 -1.9 pp -0.3 pp -0.5 pp -2.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 25.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 25.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 25.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KWB Wealth CIK 0001822236 0.452 169 24.7 2.1% 5 -0.1 pp -0.2 pp -2.1 pp -0.7 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 23.8 0.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 23.4 1.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 22.5 5.4% 5 -0.0 pp -0.8 pp -1.6 pp -1.5 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 22.4 1.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 22.2 7.0% 5 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 22.0 2.6% 3 -0.0 pp +1.0 pp +2.6 pp +2.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 21.6 7.1% 5 +0.5 pp +0.7 pp +0.6 pp +1.4 pp
MA Private Wealth CIK 0001767474 0.750 88 21.2 3.2% 5 -0.3 pp -1.2 pp +2.5 pp +2.6 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 20.7 3.7% 5 -1.5 pp -3.2 pp +0.3 pp +3.6 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 20.3 2.9% 5 +0.1 pp -0.4 pp -0.6 pp -1.3 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 20.1 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 20.0 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
LPWM LLC CIK 0001801101 0.514 98 19.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 19.6 0.7% 6 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 19.2 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 18.9 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +0.1 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 18.9 6.6% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 18.8 0.3% 1 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 18.6 1.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 18.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 18.4 0.4% 5 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 17.9 1.9% 5 -0.1 pp -0.1 pp +0.5 pp +0.9 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 17.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 17.4 1.3% 7 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 17.0 1.0% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 16.9 2.8% 5 -1.0 pp -2.4 pp -2.2 pp -1.1 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 16.8 2.7% 5 -2.7 pp -2.6 pp -2.7 pp -2.6 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 16.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 16.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 16.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 16.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 15.9 1.8% 5 +0.0 pp -1.7 pp -1.7 pp -1.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 15.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 15.4 0.1% 5 -0.0 pp -0.0 pp -1.0 pp -0.9 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 15.0 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 15.0 2.3% 5 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
TRUEFG, LLC CIK 0001766067 0.882 75 14.5 3.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 14.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 14.0 2.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 14.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 14.0 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 13.7 1.4% 5 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 13.7 3.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 13.7 0.7% 5 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 13.6 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 13.5 1.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 13.3 0.8% 6 +0.0 pp +0.3 pp +0.4 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 13.2 5.6% 5 +0.2 pp +0.1 pp -0.2 pp -0.8 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 13.1 7.4% 5 -1.0 pp -1.2 pp -1.8 pp -2.2 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 13.0 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 12.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 12.9 4.0% 5 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 12.8 4.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 12.8 2.6% 5 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 12.4 0.9% 5 -0.0 pp -0.3 pp -0.8 pp -0.9 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 12.3 2.7% 5 +0.2 pp +0.3 pp +0.4 pp +1.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 12.0 4.9% 6 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 11.8 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Summit Global Investments CIK 0001697953 0.729 523 11.8 0.6% 5 +0.1 pp -0.7 pp -0.3 pp -0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 11.7 1.4% 1 +1.4 pp +1.4 pp -0.2 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 11.2 4.7% 5 +0.3 pp -0.2 pp +0.7 pp +1.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 10.8 2.6% 5 +0.1 pp -0.0 pp -0.5 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.7 0.3% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 10.5 2.6% 5 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.3 3.1% 5 -0.5 pp -0.5 pp -0.5 pp -0.4 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.2 1.8% 5 -0.9 pp -0.9 pp -0.5 pp -0.4 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 10.2 2.0% 5 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 10.1 0.5% 2 -0.0 pp +0.5 pp -0.8 pp -0.2 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 10.0 2.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
Values Added Financial LLC CIK 0001973921 0.422 147 9.9 3.6% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.8 0.3% 5 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 9.5 1.9% 5 -0.6 pp +0.0 pp +0.7 pp +1.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.2 0.1% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 9.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 9.0 3.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 9.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 8.9 3.8% 6 +0.0 pp -0.1 pp +0.5 pp -0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 8.8 1.0% 6 +0.1 pp -0.7 pp -0.4 pp -0.3 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.7 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 8.5 3.2% 5 -0.4 pp -0.2 pp +0.1 pp +0.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 8.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 8.5 1.6% 5 -1.3 pp -2.3 pp -2.5 pp -2.4 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 8.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 8.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 8.4 2.2% 6 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.3 0.7% 4 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.3 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 8.1 5.9% 6 -0.0 pp +0.2 pp +0.1 pp +0.4 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.1 2.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Delta Wealth Advisors LLC CIK 0001970701 0.505 46 8.0 5.7% 7 +0.9 pp +0.8 pp +1.3 pp +1.5 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 8.0 0.3% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 7.9 3.1% 5 -1.7 pp -4.2 pp -5.1 pp -5.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 7.9 1.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
David Kennon Inc CIK 0001954126 0.575 45 7.9 2.6% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 7.7 2.5% 5 +0.3 pp +0.5 pp +0.5 pp +0.9 pp
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WealthTrak Capital Management LLC CIK 0002052710 0.237 77 7.7 5.0% 5 -0.2 pp +0.1 pp -0.5 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 7.5 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 7.3 2.8% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 7.2 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 7.2 5.8% 2 +0.4 pp +5.8 pp +5.8 pp +5.8 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 7.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.0 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 6.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 6.7 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 6.7 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 6.6 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walsh & Associates, LLC CIK 0002135144 0.506 245 6.6 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.5 1.8% 5 -1.0 pp -3.0 pp -2.2 pp -1.6 pp
CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 6.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 6.4 0.3% 4 -0.2 pp -0.2 pp -0.0 pp +0.3 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 6.3 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 6.3 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 6.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 6.2 1.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Rinkey Investments CIK 0001730774 0.601 128 6.2 1.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
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Wrenne Financial Planning LLC CIK 0002023054 0.817 60 5.9 2.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 5.9 0.8% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 5.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.8 2.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Boltwood Capital Management CIK 0001563690 0.369 192 5.8 1.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 5.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 5.7 2.0% 1 +2.0 pp +0.4 pp +2.0 pp +2.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 5.7 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 5.6 2.2% 5 +0.0 pp +0.5 pp +0.4 pp +0.4 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 5.6 1.7% 4 +0.6 pp +0.6 pp +1.3 pp +1.7 pp
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Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 5.3 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
Financial Management, Inc. CIK 2143070 0.568 46 5.3 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 5.3 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.2 0.6% 5 -0.3 pp -0.8 pp -0.6 pp -0.4 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 5.2 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 5.0 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 5.0 2.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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TCP Asset Management, LLC CIK 0001961898 0.763 141 4.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 4.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quent Capital, LLC CIK 0001912338 0.680 1649 3.8 0.2% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
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EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.7 1.9% 5 -0.7 pp -2.0 pp -1.1 pp -0.8 pp
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Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 1.1 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.1 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
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AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.0 1.0% 5 +0.2 pp -0.8 pp -0.6 pp -0.5 pp
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RCW Management, LLC CIK 0002104402 0.332 68 1.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
PCB Capital LLC CIK 0002123661 0.087 114 1.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Rede Wealth, LLC CIK 0001842054 0.714 117 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.1 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.9 0.3% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
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WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.9 0.6% 3 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.8 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 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% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp -1.3 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Gainplan LLC CIK 0001697857 0.087 60 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
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Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 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
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Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp -1.1 pp
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EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 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 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -3.9 pp -2.2 pp -2.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -8.0 pp -9.9 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp -1.6 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp -3.1 pp -2.6 pp -2.8 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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 +0.0 pp +0.0 pp +0.0 pp -3.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status