Signals

← Signals

☆SPGP

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

Flow ranking

Rank#528
Score / z0.284 / 0.42
Consensus83.33 over 160 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-49% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 250.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 182.6 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 127.0 0.0% 3 -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 107.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 54.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 39.2 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.7 0.5% 3 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 21.3 19.1% 3 -0.6 pp -1.1 pp +19.1 pp +19.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 19.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 16.2 2.1% 2 -0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 15.5 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 14.6 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 14.1 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 13.5 13.0% 2 -0.5 pp +13.0 pp +13.0 pp +13.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 13.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 12.1 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 12.0 8.6% 2 -3.7 pp +8.6 pp +8.6 pp +8.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 10.3 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 2 +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 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 9.0 2.6% 3 +0.2 pp +0.0 pp +2.6 pp +2.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.0 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 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 7.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.6 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.3 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 5.2 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 5.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 4.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 4.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 3.8 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 3.4 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 2.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 1.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.0 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Verum Partners LLC CIK 0001958984 0.585 200 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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 SPGP). Qtrs Held counts distinct quarters this fund has actually held SPGP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPGP position size. Δ columns are the percentage-point change in SPGP'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