Signals

← Signals

☆SPGP

361 in-universe funds with a nonzero position in SPGP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#426
Score / z0.421 / 0.59
Consensus84.84 over 166 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 ▾
☆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 236.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 147.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.0 0.0% 4 -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 85.6 0.0% 4 -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 50.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 38.2 4.5% 3 -0.3 pp -0.4 pp +4.5 pp +4.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.5 0.5% 4 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 22.0 17.8% 4 -1.3 pp -1.9 pp -2.4 pp +17.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 19.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.3 0.0% 4 -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 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.1 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 14.5 1.9% 3 -0.3 pp -1.2 pp +1.9 pp +1.9 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 14.5 4.3% 3 -0.4 pp -0.9 pp +4.3 pp +4.3 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 13.9 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 13.6 13.1% 3 +0.1 pp -0.4 pp +13.1 pp +13.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 13.5 1.2% 3 -0.2 pp -0.6 pp +1.2 pp +1.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 13.3 0.4% 3 -0.1 pp -0.6 pp +0.4 pp +0.4 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 12.3 5.5% 3 -0.1 pp -0.1 pp +5.5 pp +5.5 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 12.2 8.3% 3 -0.3 pp -4.0 pp +8.3 pp +8.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.7 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.4 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 8.7 2.4% 4 -0.2 pp -0.0 pp -0.2 pp +2.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 8.5 0.7% 3 -0.2 pp -0.8 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.1 2.9% 3 +1.4 pp +1.7 pp +2.9 pp +2.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.6 0.0% 3 -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 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.6 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 5.2 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.2 0.3% 3 -0.0 pp -0.5 pp +0.3 pp +0.3 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 5.0 0.6% 3 +0.2 pp -0.1 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 4.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 4.9 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.3 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 4.1 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 3.9 0.0% 1 +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 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 3.8 1.2% 3 -0.5 pp -1.0 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 3.3 2.5% 3 -0.0 pp -0.4 pp +2.5 pp +2.5 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.9 0.9% 3 -0.6 pp -0.7 pp +0.9 pp +0.9 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.6 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.6 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.4 1.7% 3 -0.4 pp -0.6 pp +1.7 pp +1.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 2.1 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 1.7 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.7 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.6 1.2% 3 +0.0 pp -0.2 pp +1.2 pp +1.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.4 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.1 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.9 0.2% 3 -0.0 pp -0.5 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.0 0.0% 0 -0.2 pp -0.2 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
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 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 -0.1 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -0.1 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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 Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 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
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☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
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☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.0 0.0% 0 -0.1 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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