Signals

← Signals

☆SPLV

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

Flow ranking

Rank#760
Score / z0.173 / 0.19
Consensus234.40 over 457 funds
Momentum-0.29 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-3%
Short interest+6% / 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 521.8 0.0% 6 +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 370.3 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 286.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 163.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 137.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 115.1 0.1% 5 -0.2 pp -0.2 pp -0.1 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 104.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 93.9 0.9% 3 +0.1 pp +0.7 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.9 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 84.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 79.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 74.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 62.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 52.8 1.9% 5 -0.1 pp +0.0 pp +0.6 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 46.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 40.4 6.0% 5 -0.3 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 36.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 35.7 7.3% 5 -0.8 pp -0.2 pp -0.6 pp -1.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 30.1 3.5% 3 -0.3 pp -0.1 pp +3.5 pp +3.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 28.3 2.7% 5 -0.4 pp +1.1 pp -1.0 pp -1.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 24.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 24.3 10.6% 7 -0.7 pp +1.7 pp +1.9 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 23.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 22.3 1.1% 4 -0.0 pp -0.2 pp +0.4 pp +1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 22.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 21.5 2.5% 5 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.9 0.0% 5 -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 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 17.1 1.3% 5 +0.1 pp -0.7 pp -1.0 pp -1.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 16.9 0.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 16.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.2 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 13.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 13.0 2.4% 3 -0.4 pp -0.4 pp +2.4 pp +2.4 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 12.8 7.0% 5 -0.5 pp +0.3 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 12.6 1.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 11.5 2.2% 4 +0.3 pp +1.1 pp +2.1 pp +2.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.3 0.7% 5 -0.7 pp -0.5 pp -0.7 pp -0.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 11.3 1.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 9.9 3.4% 5 -0.4 pp -0.4 pp -0.7 pp -1.2 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 9.2 0.6% 5 -0.0 pp -0.3 pp -0.3 pp -0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 8.6 2.6% 5 +1.8 pp +2.5 pp +2.4 pp +1.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.5 0.5% 5 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.4 0.0% 5 -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 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 8.3 6.5% 2 -6.3 pp +6.5 pp +6.5 pp +6.5 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 8.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 7.6 2.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 7.2 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp -0.4 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 7.1 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 6.8 1.1% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 6.7 3.1% 5 -0.7 pp -0.2 pp -0.5 pp -0.6 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.6 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 6.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.3 1.5% 5 -0.2 pp +0.1 pp -0.2 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.1 2.8% 5 -0.2 pp -0.2 pp -0.5 pp -0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 5.6 4.7% 2 -1.5 pp +4.7 pp +4.7 pp +4.7 pp
☆Israel Discount Bank of New York CIK 0001706511 0.319 43 5.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 5.4 2.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Blue Door Asset Management, LLC CIK 0001909147 0.210 18 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.1 0.2% 6 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.8 1.4% 5 -0.2 pp -0.0 pp -0.1 pp -0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.6 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.6 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 4.5 1.4% 5 +0.5 pp +0.6 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 4.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 3.9 1.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.8 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 3.8 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.8 0.1% 5 -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 3.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 3.6 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 3.5 1.1% 5 -0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.5 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 3.2 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 3.1 0.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 3.0 0.6% 5 -0.1 pp -0.1 pp -0.4 pp -0.9 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 3.0 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 3.0 1.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 2.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 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
☆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
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.0 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
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.7 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -0.9 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -4.0 pp -3.8 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -0.9 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
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 (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