Signals

← Signals

☆SPIB

760 in-universe funds with a nonzero position in SPIB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#217
Score / z1.051 / 1.25
Consensus220.52 over 418 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 1,945.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 489.5 8.8% 5 -0.1 pp -1.7 pp -8.2 pp -0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 404.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 386.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 256.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 250.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 223.1 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 211.1 18.8% 5 -1.0 pp -2.0 pp -1.0 pp -1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 192.4 1.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 177.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 176.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 176.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 148.9 2.0% 5 -0.1 pp -1.4 pp -1.3 pp -1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 115.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 99.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 90.0 2.4% 5 -0.6 pp -0.1 pp +0.0 pp -0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 88.3 2.0% 5 -0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.9 0.1% 6 -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 75.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 73.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 69.7 1.7% 2 +1.0 pp +1.7 pp +1.5 pp +1.7 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 66.3 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 58.4 6.4% 5 -0.4 pp +5.1 pp +5.1 pp +5.4 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 58.4 13.1% 5 -0.7 pp -0.0 pp +0.1 pp -0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 54.4 4.1% 5 -0.3 pp +0.0 pp +0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 49.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 47.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 46.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 46.1 0.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 44.8 5.4% 5 -0.3 pp +0.6 pp +0.8 pp +0.9 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 44.3 2.5% 5 -0.2 pp -1.2 pp -1.2 pp -1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 41.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 41.1 3.0% 5 -0.1 pp -0.7 pp -0.6 pp -0.5 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 41.0 0.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 39.5 11.6% 5 -0.6 pp +2.1 pp +2.2 pp +2.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 37.7 0.8% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 35.9 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 34.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 33.7 3.9% 5 -0.4 pp -0.1 pp -0.2 pp -0.2 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 33.4 3.4% 1 +3.4 pp +3.4 pp -0.2 pp +3.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.9 5.1% 5 -0.3 pp -0.2 pp -0.3 pp +0.9 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 31.7 3.8% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 31.4 3.4% 5 -0.5 pp -0.2 pp -0.1 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 31.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 31.4 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 31.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 29.5 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 29.4 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 28.2 2.8% 5 -0.5 pp -0.4 pp -0.5 pp -0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 26.9 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 26.6 3.5% 5 -0.3 pp -0.1 pp +0.2 pp +0.5 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 26.4 1.8% 5 -0.9 pp +0.7 pp +0.5 pp +0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 25.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.4 0.8% 6 -0.1 pp -0.0 pp -0.3 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 23.9 6.8% 4 -0.1 pp -0.1 pp -0.2 pp +6.8 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 22.1 4.2% 5 -0.5 pp -0.4 pp -0.8 pp -1.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 21.8 1.5% 5 -0.1 pp -0.6 pp -0.3 pp -0.4 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 21.1 3.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 20.7 0.7% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 19.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 19.6 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 19.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 19.0 3.7% 5 -2.6 pp -4.1 pp -3.9 pp -4.2 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 18.7 4.4% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 18.7 11.2% 2 -2.9 pp +11.2 pp +11.2 pp +11.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 17.4 3.8% 5 +1.3 pp +1.6 pp +1.6 pp +2.3 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 17.3 1.9% 3 -0.2 pp -0.2 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 16.8 5.2% 5 -0.5 pp -0.4 pp -0.1 pp -0.5 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 16.7 5.2% 5 -0.2 pp -0.1 pp -0.3 pp +2.7 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 16.6 7.1% 5 -0.8 pp +1.6 pp +2.3 pp +2.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 16.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 16.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 14.7 6.0% 6 -0.2 pp -0.2 pp +0.3 pp -0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 14.7 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 14.2 1.2% 3 -0.5 pp -0.6 pp +1.2 pp +1.2 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 13.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 13.9 3.1% 5 -0.2 pp -0.1 pp -0.2 pp -2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 13.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 13.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.2 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 12.2 0.5% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 11.7 3.7% 5 -0.2 pp +0.1 pp +1.3 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 11.3 1.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 11.3 4.8% 2 -5.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 11.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 10.7 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 10.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Collier Financial CIK 0001902901 0.619 141 10.6 7.2% 4 -0.6 pp -0.4 pp +0.0 pp +7.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 10.4 0.3% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 10.3 3.0% 5 -0.2 pp -0.2 pp -0.0 pp +0.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 10.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 10.1 1.9% 5 -0.4 pp -0.6 pp -0.7 pp -1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 9.6 1.2% 4 -0.1 pp +0.3 pp +0.5 pp +1.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 9.4 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 9.3 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 9.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 9.2 5.7% 6 -0.8 pp -1.0 pp -0.6 pp -0.6 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 9.0 2.7% 5 -0.3 pp -0.2 pp -0.4 pp -0.5 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.8 2.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.7 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.7 2.6% 5 -0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.6 1.1% 3 -0.4 pp -0.9 pp +1.1 pp +1.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.6 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.5 0.6% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 8.4 4.5% 5 -0.4 pp -0.2 pp -0.4 pp -0.4 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 8.2 0.8% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 8.0 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 8.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 7.8 3.6% 5 -0.5 pp -0.1 pp -0.2 pp -0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 7.7 4.0% 5 -0.5 pp -0.8 pp -1.0 pp -1.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 7.7 2.6% 5 -0.2 pp -0.3 pp -1.5 pp -1.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 7.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.2 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.1 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 7.0 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 6.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 6.6 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 6.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.3 2.6% 5 -0.3 pp +0.5 pp +0.5 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 5.9 0.6% 5 -0.4 pp -0.4 pp -0.0 pp -0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 5.7 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 5.6 1.7% 2 -0.1 pp +1.7 pp -0.2 pp -0.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 5.6 1.3% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.3 0.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 5.2 3.8% 5 -0.1 pp +0.2 pp +1.7 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 5.1 1.5% 5 -0.3 pp -1.9 pp -1.1 pp -0.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 5.0 3.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.9 1.0% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.7 2.9% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.6 2.8% 5 -0.2 pp -0.2 pp +0.2 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 4.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.3 0.3% 5 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆Aureum Wealth Management, LLC CIK 0002093444 0.383 62 4.2 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆ASL Financial, LLC CIK 0002105933 0.440 99 4.2 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
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☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 4.1 1.1% 5 -0.2 pp -0.3 pp -0.5 pp -2.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.0 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 3.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 3.8 2.3% 3 -0.2 pp -0.2 pp +2.3 pp -0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 3.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hofer & Associates. Inc CIK 0001958491 0.511 70 3.7 1.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆DLK Investment Management, LLC CIK 0002016793 0.124 96 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.5 0.3% 4 -0.3 pp -0.4 pp -0.5 pp +0.3 pp
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☆PFG Advisors CIK 0001694435 0.248 791 3.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 3.5 1.4% 1 +1.4 pp +1.4 pp -0.1 pp -0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 3.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 3.0 2.5% 3 -0.3 pp -0.8 pp +2.5 pp +2.5 pp
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☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 3.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.9 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.8 1.6% 6 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.8 0.9% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.7 1.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 2.6 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 2.6 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
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☆Centennial Bank/AR/ CIK 0001994744 0.260 341 2.6 0.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 2.5 2.1% 5 +0.0 pp -0.0 pp +0.3 pp +0.7 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.5 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -2.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Impact Capital Partners LLC CIK 0002054916 0.218 283 1.9 0.5% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
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☆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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp -2.7 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
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +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% 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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 +0.0 pp -0.4 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.2 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
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆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
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -3.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 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 +0.0 pp -0.1 pp -0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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 +0.0 pp -0.1 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
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.0 0.0% 0 +0.0 pp -0.2 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
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -2.8 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp -1.7 pp -1.6 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -18.8 pp -17.8 pp -18.8 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -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% 0 +0.0 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 +0.0 pp -0.3 pp -0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -3.4 pp -3.5 pp -3.4 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 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
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆1492 Capital Management LLC CIK 0001584087 0.142 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 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
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -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 +0.0 pp +0.0 pp +0.0 pp -0.9 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -7.9 pp -9.0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -1.9 pp +0.0 pp -1.7 pp -1.7 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 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
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.0 0.0% 0 -0.1 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
☆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
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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