Signals

← Signals

☆SPIB

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

Flow ranking

Rank#173
Score / z1.325 / 1.18
Consensus203.46 over 381 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,743.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 641.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 386.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 341.4 9.0% 4 -1.6 pp -8.1 pp -0.8 pp +9.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 267.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 217.3 1.3% 4 +0.1 pp +0.1 pp -0.0 pp +1.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 196.0 19.8% 4 -1.0 pp -0.0 pp -0.1 pp +19.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 181.0 1.4% 4 -0.0 pp -0.2 pp -0.1 pp +1.4 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 178.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 174.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 172.3 0.1% 5 +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 170.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 143.5 2.1% 4 -1.2 pp -1.1 pp -1.0 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 113.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 90.2 3.0% 4 +0.5 pp +0.6 pp +0.4 pp +3.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 87.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 84.5 2.2% 4 +0.5 pp +0.5 pp +0.6 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 69.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 58.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 56.2 13.8% 4 +0.6 pp +0.7 pp +0.5 pp +13.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.7 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 52.4 4.4% 4 +0.3 pp +0.4 pp +0.5 pp +4.4 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 51.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 50.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 49.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 48.1 6.7% 4 +5.5 pp +5.5 pp +5.8 pp +6.7 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 47.3 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.3 0.0% 4 -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 45.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 44.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 44.0 5.7% 4 +0.9 pp +1.1 pp +1.2 pp +5.7 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 42.5 2.7% 4 -1.0 pp -1.0 pp -1.0 pp +2.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 40.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 40.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 39.5 3.1% 4 -0.6 pp -0.5 pp -0.3 pp +3.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 38.4 12.2% 4 +2.8 pp +2.9 pp +2.8 pp +12.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 37.8 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 33.7 2.4% 4 +0.0 pp +0.0 pp -0.0 pp +2.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 33.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 32.6 4.2% 4 +0.2 pp +0.1 pp +0.2 pp +4.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.1 5.4% 4 +0.1 pp +0.1 pp +1.3 pp +5.4 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 30.8 4.0% 4 +0.2 pp +0.1 pp +0.1 pp +4.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 29.9 3.8% 4 +0.3 pp +0.3 pp +0.4 pp +3.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 29.2 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 29.0 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 28.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 28.4 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 28.3 6.3% 4 -1.5 pp -1.3 pp -1.5 pp +6.3 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 27.8 3.3% 4 +0.1 pp +0.0 pp -0.1 pp +3.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 25.8 3.7% 4 +0.2 pp +0.5 pp +0.8 pp +3.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 25.3 0.7% 1 +0.7 pp +0.4 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 25.2 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 25.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.5 0.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 23.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 22.9 7.0% 3 +0.1 pp -0.1 pp +7.0 pp +7.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 21.8 4.6% 4 +0.0 pp -0.3 pp -0.6 pp +4.6 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 21.7 1.6% 4 -0.5 pp -0.2 pp -0.2 pp +1.6 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 21.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 20.5 4.0% 4 +0.0 pp -0.1 pp -0.4 pp +4.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 19.1 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 19.0 3.4% 3 -0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 18.5 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 18.2 4.8% 4 +0.2 pp +0.2 pp +0.2 pp +4.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 17.5 2.7% 4 +1.6 pp +1.4 pp +1.4 pp +2.7 pp
☆KWB Wealth CIK 0001822236 0.452 169 17.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 16.6 5.8% 4 +0.1 pp +0.4 pp +0.0 pp +5.8 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 16.3 7.9% 4 +2.4 pp +3.2 pp +3.2 pp +7.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 15.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 15.7 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 15.7 5.4% 4 +0.0 pp -0.1 pp +2.9 pp +5.4 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 14.1 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 13.7 6.2% 5 +0.0 pp +0.5 pp +0.1 pp +0.9 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 13.2 3.3% 4 +0.1 pp -0.0 pp -2.3 pp +3.3 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 13.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 13.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 12.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 12.0 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 11.4 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.4 0.0% 4 +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 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 11.1 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 10.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 10.7 1.9% 1 +1.9 pp +0.3 pp +0.2 pp +1.9 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 10.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 10.3 2.5% 4 +0.2 pp +0.2 pp +1.0 pp +2.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.3 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Collier Financial CIK 0001902901 0.619 141 10.2 7.8% 3 +0.1 pp +0.6 pp +7.8 pp +7.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 10.1 3.9% 4 +0.3 pp +1.5 pp +1.3 pp +3.9 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 10.1 3.2% 4 +0.0 pp +0.2 pp +0.4 pp +3.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 10.1 2.3% 4 -0.2 pp -0.3 pp -0.7 pp +2.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 9.9 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 9.6 1.3% 3 +0.4 pp +0.6 pp +1.3 pp +1.3 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.6 1.1% 4 +0.0 pp -0.0 pp +0.1 pp +1.1 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 9.3 6.5% 5 -0.2 pp +0.2 pp +0.2 pp -0.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 9.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 9.1 3.0% 4 +0.1 pp -0.0 pp -0.2 pp +3.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 8.9 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 8.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 8.5 4.9% 4 +0.2 pp -0.0 pp +0.0 pp +4.9 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.4 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.3 2.8% 4 +0.4 pp +0.6 pp +0.6 pp +2.8 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.2 2.8% 4 -0.0 pp +0.1 pp -0.1 pp +2.8 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 8.1 1.0% 4 +0.0 pp +0.4 pp +0.0 pp +1.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.9 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 7.7 0.8% 4 -0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 7.4 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 7.3 4.4% 4 -0.3 pp -0.5 pp -0.6 pp +4.4 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 7.1 2.9% 4 -0.1 pp -1.3 pp -1.3 pp +2.9 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 7.1 4.1% 4 +0.4 pp +0.3 pp -0.1 pp +4.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 6.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 6.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.6 0.6% 4 -0.0 pp +0.4 pp +0.4 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 6.2 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 6.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.8 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
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☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 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 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -7.9 pp -9.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.9 pp -0.8 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
☆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
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -0.1 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
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 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
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -1.9 pp -1.7 pp -1.6 pp -1.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +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% 0 +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% 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 -3.3 pp -3.1 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +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% 0 -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% 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
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -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% 0 +0.0 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 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
☆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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -18.8 pp -17.8 pp -18.8 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (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