Signals

← Signals

☆SPIB

538 in-universe funds with a nonzero position in SPIB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#154
Score / z1.339 / 1.70
Consensus190.56 over 365 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-10% / 1.2d

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 1,506.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 979.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 329.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 232.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 187.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 185.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 181.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 178.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 168.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 159.2 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 159.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 147.4 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 142.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 136.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 134.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 100.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 90.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 84.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 73.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 59.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 58.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 56.7 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 55.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 51.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 50.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 49.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 48.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 44.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 41.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 38.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 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 37.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 36.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 36.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 30.0 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 30.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 29.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 28.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 28.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 27.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 27.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 27.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 27.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 27.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 26.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 26.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 24.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 23.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 22.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 22.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 22.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 20.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 19.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 18.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 17.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 15.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 15.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 13.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 12.8 6.1% 2 +0.8 pp +6.1 pp +6.1 pp +6.1 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 9.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 9.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 9.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 9.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 8.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 8.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 8.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 8.2 6.3% 2 -0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 8.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 8.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 7.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 7.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 6.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 6.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 5.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 5.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 5.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 5.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 5.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Climber Capital SA CIK 0002011229 0.279 64 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆PFG Advisors CIK 0001694435 0.248 791 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 SPIB). Qtrs Held counts distinct quarters this fund has actually held SPIB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPIB position size. Δ columns are the percentage-point change in SPIB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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