Signals

← Signals

☆SPIB

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

Flow ranking

Rank#154
Score / z1.237 / 1.75
Consensus206.48 over 380 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+46% / 1.1d ⚡

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 1,658.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,011.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 368.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 294.0 10.6% 3 -6.5 pp +0.9 pp +10.6 pp +10.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 272.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 220.2 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 205.2 1.3% 3 -0.0 pp -0.1 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 200.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 193.7 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 185.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 182.6 20.9% 3 +1.0 pp +1.0 pp +20.9 pp +20.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 175.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 171.8 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 169.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 117.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 110.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 89.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 85.2 2.5% 3 +0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 66.8 18.8% 3 +1.0 pp +0.0 pp +18.8 pp +18.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 59.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 57.9 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 56.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 55.6 3.7% 3 -0.0 pp +0.0 pp +3.7 pp +3.7 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 53.7 13.2% 3 +0.1 pp -0.1 pp +13.2 pp +13.2 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 52.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 50.8 4.1% 3 +0.1 pp +0.2 pp +4.1 pp +4.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 47.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 46.9 3.7% 3 +0.1 pp +0.3 pp +3.7 pp +3.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 43.4 4.8% 3 +0.2 pp +0.3 pp +4.8 pp +4.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 38.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 34.4 7.8% 3 +0.3 pp -0.0 pp +7.8 pp +7.8 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 33.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 31.8 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 30.9 4.0% 3 -0.1 pp -0.0 pp +4.0 pp +4.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.6 5.3% 3 -0.1 pp +1.1 pp +5.3 pp +5.3 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 30.0 9.4% 3 +0.1 pp +0.1 pp +9.4 pp +9.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 29.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 28.0 2.1% 3 +0.3 pp +0.2 pp +2.1 pp +2.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 27.5 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 27.1 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 26.4 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 26.4 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 24.8 3.5% 3 +0.3 pp +0.6 pp +3.5 pp +3.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 22.8 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.7 0.8% 4 -0.2 pp -0.3 pp -0.3 pp +0.8 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 21.7 4.6% 3 -0.4 pp -0.6 pp +4.6 pp +4.6 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 21.2 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 20.7 4.0% 3 -0.1 pp -0.4 pp +4.0 pp +4.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 20.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 19.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 18.2 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 17.2 4.6% 3 +0.0 pp -0.0 pp +4.6 pp +4.6 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 16.7 5.7% 3 +0.3 pp -0.1 pp +5.7 pp +5.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 15.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 14.7 5.3% 3 -0.1 pp +2.9 pp +5.3 pp +5.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 14.2 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 13.8 6.2% 4 +0.4 pp +0.1 pp +0.9 pp +6.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.2 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 12.6 3.1% 3 -0.1 pp -2.5 pp +3.1 pp +3.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 12.0 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 11.4 5.5% 3 +0.7 pp +0.8 pp +5.5 pp +5.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 10.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 10.3 2.5% 3 -0.1 pp -0.6 pp +2.5 pp +2.5 pp
☆Collier Financial CIK 0001902901 0.619 141 10.2 7.7% 2 +0.5 pp +7.7 pp +7.7 pp +7.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.2 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 9.8 3.1% 3 +0.1 pp +0.3 pp +3.1 pp +3.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 9.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 9.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 9.7 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.7 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 9.5 3.4% 3 +0.8 pp +1.2 pp +3.4 pp +3.4 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 9.4 6.7% 4 +0.3 pp +0.4 pp +0.1 pp +6.7 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 9.4 2.2% 3 +0.0 pp +0.8 pp +2.2 pp +2.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 9.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 9.1 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 9.1 3.7% 3 +1.3 pp +1.0 pp +3.7 pp +3.7 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.4 2.8% 3 +0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.2 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 8.1 4.7% 3 -0.2 pp -0.2 pp +4.7 pp +4.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 7.6 0.8% 3 +0.3 pp +0.2 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 7.5 4.7% 3 -0.2 pp -0.2 pp +4.7 pp +4.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 7.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 7.4 1.0% 3 +0.4 pp -0.0 pp +1.0 pp +1.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 7.1 3.7% 3 -0.1 pp -0.5 pp +3.7 pp +3.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 7.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 6.9 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.8 2.9% 3 -1.2 pp -1.3 pp +2.9 pp +2.9 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 6.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 6.4 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 6.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.1 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 6.1 1.9% 4 +0.2 pp +0.3 pp +0.3 pp +1.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 6.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 3 -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 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 5.3 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆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
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -7.9 pp -9.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -2.0 pp -2.0 pp -2.1 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
☆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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.1 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
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 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
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.1 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
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 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 (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