Signals

← Signals

☆SPLV

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

Flow ranking

Rank#1017
Score / z0.058 / 0.09
Consensus221.28 over 432 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 591.2 0.0% 3 +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 359.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 266.1 0.1% 2 -0.0 pp +0.1 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 215.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 184.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 114.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 112.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 109.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 106.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 105.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 81.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.5 0.0% 3 -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 60.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 50.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 41.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 37.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 37.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 35.4 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 34.6 7.9% 2 -0.5 pp +7.9 pp +7.9 pp +7.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 33.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 33.4 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 28.1 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 27.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 22.9 8.7% 4 -0.4 pp -0.7 pp -1.3 pp +8.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 20.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 19.8 0.0% 2 -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 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 19.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 17.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 17.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 15.1 5.9% 3 -2.9 pp +2.1 pp +5.9 pp +5.9 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 14.3 2.1% 2 -0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 13.6 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 12.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 10.7 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 10.6 5.7% 2 +1.9 pp +5.7 pp +5.7 pp +5.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 10.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 10.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 10.0 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Diametric Capital, LP CIK 0001719087 0.000 473 8.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 8.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 8.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 7.6 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 7.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 6.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 6.1 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 4.9 2.1% 2 +1.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 4.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 4.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 4.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 4.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 4.2 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.0 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.8 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 3.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 3.6 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 3.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 3.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 3.4 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 3.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.2 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 3.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.9 2.1% 2 +1.2 pp +2.1 pp +2.1 pp +2.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -5.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status