Signals

← Signals

☆SPGM

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

Flow ranking

Rank#24628
Score / z-0.269 / -0.34
Consensus77.47 over 122 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 194.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 189.7 0.9% 6 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 105.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 72.5 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 31.3 7.2% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 20.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 19.7 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 19.4 15.0% 5 -1.0 pp -1.8 pp -1.9 pp -1.6 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 15.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 12.6 0.4% 5 -0.0 pp -0.8 pp -0.8 pp -0.7 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 12.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.2 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 7.8 2.9% 4 +0.5 pp +0.6 pp +0.6 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 6.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 6.6 6.1% 5 +1.1 pp +1.4 pp +1.7 pp +1.7 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 6.2 1.4% 5 +0.0 pp +0.5 pp +0.5 pp +1.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.0 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 3.5 1.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 2.9 1.8% 5 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 2.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 2.4 0.2% 5 +0.1 pp +0.1 pp -0.0 pp -0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 2.2 0.2% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.1 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.9 0.1% 5 -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 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 1.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 2 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 0.6 0.2% 5 -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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.3 0.0% 4 -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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.3 0.1% 6 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 SPGM). Qtrs Held counts distinct quarters this fund has actually held SPGM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPGM position size. Δ columns are the percentage-point change in SPGM'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