Signals

← Signals

☆SPLV

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

Flow ranking

Rank#22195
Score / z-0.048 / -0.08
Consensus208.05 over 419 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+40% / 1.0d

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 ▾
☆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 472.8 0.0% 4 -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 325.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 232.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 188.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 188.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 156.5 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 115.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 113.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 95.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 91.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 84.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 76.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 49.3 1.9% 3 +0.5 pp +0.4 pp +1.9 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 38.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 36.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 36.0 6.0% 3 +0.0 pp -0.0 pp +6.0 pp +6.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 34.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 33.8 7.6% 3 -0.3 pp -0.8 pp +7.6 pp +7.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 30.3 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 27.0 1.6% 3 -2.1 pp -2.4 pp +1.6 pp +1.6 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 26.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 25.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 25.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 22.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 22.6 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 22.1 8.9% 5 +0.2 pp -0.2 pp -0.5 pp -1.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 22.0 1.9% 3 -0.3 pp -0.5 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.6 0.0% 3 -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 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 18.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 17.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 17.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 16.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 12.3 1.4% 3 -0.1 pp -0.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 12.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 11.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 11.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 11.6 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 11.5 0.1% 1 +0.1 pp +0.1 pp -1.4 pp +0.1 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 11.1 6.8% 3 -0.0 pp -0.1 pp +6.8 pp +6.8 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 10.9 0.9% 3 -0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 10.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 9.9 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 9.8 3.8% 3 -0.4 pp -0.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 8.7 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 8.0 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 6.8 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.2 1.4% 3 -0.3 pp -0.4 pp +1.4 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.0 3.0% 3 -0.3 pp -0.4 pp +3.0 pp +3.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 6.0 1.1% 3 -1.0 pp -1.6 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 5.7 3.3% 3 -0.2 pp -0.4 pp +3.3 pp +3.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.2 2.1% 3 -0.0 pp +1.8 pp +2.1 pp +2.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 4.9 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.8 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 4.4 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 4.2 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 4.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.1 1.4% 3 -0.0 pp -0.3 pp +1.4 pp +1.4 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 4.0 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.0 0.3% 3 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.6 0.2% 4 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 3.5 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 3.3 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 3.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.0 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 2.8 1.6% 3 -0.2 pp -0.3 pp +1.6 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 2.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.8 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.8 4.5% 3 +0.1 pp -0.1 pp +4.5 pp +4.5 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 2.7 0.7% 3 -0.3 pp -0.8 pp +0.7 pp +0.7 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 2.6 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 2.6 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 +0.0 pp -9.8 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 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 -0.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 0 -2.3 pp -2.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.0 0.0% 0 -0.1 pp -0.1 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.3 pp -0.9 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -1.3 pp -0.8 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 SPLV). Qtrs Held counts distinct quarters this fund has actually held SPLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPLV position size. Δ columns are the percentage-point change in SPLV'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