Signals

← Signals

☆SPIB

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

Flow ranking

Rank#96
Score / z1.706 / 2.55
Consensus205.93 over 377 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,584.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,002.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 341.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 325.5 17.1% 2 +7.3 pp +17.1 pp +17.1 pp +17.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 249.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 203.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 196.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 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 179.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 179.3 0.0% 2 -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 177.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 172.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 170.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 166.6 19.9% 2 -0.1 pp +19.9 pp +19.9 pp +19.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 160.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 155.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 137.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 103.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 85.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 77.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 62.4 17.8% 2 -1.0 pp +17.8 pp +17.8 pp +17.8 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 59.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 58.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 56.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 55.5 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 52.7 13.1% 2 -0.3 pp +13.1 pp +13.1 pp +13.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 47.6 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 44.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 44.3 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 44.1 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 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 43.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 37.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 31.3 4.5% 2 +0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 31.3 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 29.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 29.7 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 29.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 29.6 5.4% 2 +1.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 29.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 29.0 7.1% 2 +0.7 pp +7.1 pp +7.1 pp +7.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 28.9 9.3% 2 -0.0 pp +9.3 pp +9.3 pp +9.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 27.6 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 26.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 26.4 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 26.2 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 25.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 25.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 23.7 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 22.6 7.9% 2 -1.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 22.5 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 22.5 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 21.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 19.3 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 19.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 17.4 5.4% 2 -0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 17.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 16.6 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 15.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 14.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 14.0 5.4% 2 +3.0 pp +5.4 pp +5.4 pp +5.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 13.6 4.2% 2 +1.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 12.8 5.8% 3 -0.3 pp +0.5 pp +5.8 pp +5.8 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 12.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 12.2 3.3% 2 -2.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 11.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 10.4 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 10.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 9.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 9.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 9.5 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 9.4 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 9.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 9.2 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 9.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 9.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 9.1 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 9.0 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 8.4 6.4% 3 +0.1 pp -0.2 pp +6.4 pp +6.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 8.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.7 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 7.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 7.4 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 7.2 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 7.1 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 7.1 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 7.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.6 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 6.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 6.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 6.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 6.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 5.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.3 0.0% 2 +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 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 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% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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% 2 -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 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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 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% 2 -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% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 -0.9 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.3 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 +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 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
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.0 0.0% 0 -1.9 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 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
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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 -0.1 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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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 (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