Signals

← Signals

☆SPGP

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

Flow ranking

Rank#22955
Score / z-0.330 / -0.32
Consensus87.99 over 167 funds
Momentumno 12m return

Price & positioning

226 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 198.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 129.2 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 78.5 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 76.0 0.0% 5 -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 44.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 36.7 4.1% 4 -0.3 pp -0.7 pp -0.8 pp +4.1 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 20.8 16.7% 5 -1.1 pp -2.3 pp -2.9 pp -3.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 18.1 1.3% 4 -0.2 pp -0.2 pp -0.2 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 13.2 3.8% 4 -0.5 pp -0.9 pp -1.3 pp +3.8 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 12.9 2.5% 4 -0.3 pp -0.2 pp -0.3 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 12.2 5.5% 4 -0.0 pp -0.1 pp -0.1 pp +5.5 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 12.2 1.6% 4 -0.3 pp -0.6 pp -1.5 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.9 0.2% 5 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 11.8 7.2% 4 -1.1 pp -1.4 pp -5.1 pp +7.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 11.7 1.1% 4 -0.1 pp -0.2 pp -0.7 pp +1.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 11.3 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grange Capital, LLC CIK 0002048387 0.138 54 10.7 10.7% 4 -2.4 pp -2.4 pp -2.8 pp +10.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.8 0.3% 4 -0.1 pp -0.2 pp -0.7 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.9 0.0% 4 -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 7.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 7.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.3 0.5% 4 -0.2 pp -0.3 pp -1.0 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.3 0.0% 3 +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 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.3 2.4% 4 -0.2 pp -0.2 pp -0.3 pp +2.4 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 5.3 2.2% 4 -0.0 pp +0.1 pp +0.0 pp +2.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.7 2.0% 4 -0.9 pp +0.5 pp +0.8 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.4 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 3.9 1.3% 4 -0.3 pp -0.4 pp -0.5 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 3.8 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.8 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 3.7 0.3% 4 -0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.6 0.2% 4 -0.1 pp -0.1 pp -0.6 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.1 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 3.0 2.4% 4 -0.1 pp -0.2 pp -0.5 pp +2.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.8 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 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 2.8 0.8% 4 -0.3 pp -0.8 pp -1.3 pp +0.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.8 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.6 0.1% 4 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 2.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.5 0.8% 4 -0.1 pp -0.7 pp -0.8 pp +0.8 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.4 0.0% 4 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.3 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.2 1.5% 4 -0.2 pp -0.6 pp -0.8 pp +1.5 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 2.1 0.2% 4 -0.4 pp -0.2 pp -0.5 pp +0.2 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 2.0 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.0 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 1.6 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.5 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 1.4 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.3 1.1% 4 -0.1 pp -0.0 pp -0.3 pp +1.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.3 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.2 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.9 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.9 0.3% 4 +0.0 pp -0.0 pp -0.5 pp +0.3 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.9 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.8 0.2% 5 -2.2 pp -2.4 pp -2.3 pp -2.4 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.8 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 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 0.8 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.6 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 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
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆Integras Partners LLC CIK 0002055384 0.140 100 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 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 +0.0 pp +0.0 pp -0.2 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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -0.5 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
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.4 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
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 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
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.4 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -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% 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
☆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
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆eCIO, Inc. CIK 0001830823 0.331 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 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 +0.0 pp -1.6 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 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
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 (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