Signals

← Signals

☆SPMB

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

Flow ranking

Rank#556
Score / z0.279 / 0.38
Consensus81.40 over 155 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-39% / 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,231.1 8.0% 3 +0.1 pp -0.1 pp +8.0 pp +8.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 453.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 170.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 137.2 1.5% 3 +0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 112.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 95.5 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 76.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 59.4 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 50.6 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 47.0 10.7% 3 +0.3 pp -0.1 pp +10.7 pp +10.7 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 45.9 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 40.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 39.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 33.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 31.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 25.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 21.4 6.6% 3 +0.3 pp +0.3 pp +6.6 pp +6.6 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 20.5 9.2% 4 +0.6 pp +0.1 pp +0.1 pp +9.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 19.1 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 15.1 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 14.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 14.1 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Collier Financial CIK 0001902901 0.619 141 13.9 10.5% 2 +0.6 pp +10.5 pp +10.5 pp +10.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 12.0 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.5 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 10.3 2.5% 5 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 9.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 7.5 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 6.9 2.0% 3 +0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 6.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 5.8 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 5.8 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 5.6 2.1% 3 +1.9 pp +1.9 pp +2.1 pp +2.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 5.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 5.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.8 2.2% 3 -0.0 pp -0.2 pp +2.2 pp +2.2 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 4.5 0.8% 3 +0.0 pp +0.5 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.5 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 4.3 1.5% 3 -0.8 pp -1.4 pp +1.5 pp +1.5 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 4.1 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.0 1.9% 3 -0.0 pp -0.8 pp +1.9 pp +1.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 3.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 3.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.9 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.8 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.8 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 2.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 1.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.8 0.9% 2 +0.5 pp +0.9 pp +0.4 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.6 0.6% 3 -0.1 pp -1.8 pp +0.6 pp +0.6 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EWA, LLC CIK 0001835252 0.457 332 1.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.3 0.4% 3 -0.1 pp -0.5 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 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 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.0 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.7 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.4 0.2% 3 -0.9 pp -0.9 pp +0.2 pp +0.2 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -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% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -6.3 pp -5.8 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.0% 0 +0.0 pp -0.1 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
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -2.3 pp -2.5 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 SPMB). Qtrs Held counts distinct quarters this fund has actually held SPMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPMB position size. Δ columns are the percentage-point change in SPMB'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