Signals

← Signals

☆SPMB

306 in-universe funds with a nonzero position in SPMB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22394
Score / z-0.026 / -0.04
Consensus87.21 over 156 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,216.3 8.6% 4 +0.5 pp +0.6 pp +0.4 pp +8.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 524.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 176.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 143.9 1.4% 4 -0.1 pp -0.0 pp -0.3 pp +1.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 140.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 86.3 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 59.8 1.8% 4 +0.1 pp +0.0 pp +0.1 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 48.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 48.5 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 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 42.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 40.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 39.5 8.7% 4 -1.9 pp -1.6 pp -2.0 pp +8.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 34.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 33.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 31.0 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 28.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 23.3 7.3% 4 +0.7 pp +0.9 pp +1.0 pp +7.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 20.5 9.3% 5 +0.1 pp +0.7 pp +0.3 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 19.3 2.1% 4 -0.0 pp -0.0 pp -0.0 pp +2.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 18.9 2.5% 6 -0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 18.4 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 17.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 15.4 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 15.1 1.7% 4 +0.0 pp +0.1 pp +0.1 pp +1.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Collier Financial CIK 0001902901 0.619 141 14.1 10.7% 3 +0.3 pp +0.8 pp +10.7 pp +10.7 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 13.5 1.4% 4 +0.1 pp +0.2 pp +0.1 pp +1.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 13.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 13.0 3.3% 4 -0.1 pp +0.2 pp +0.1 pp +3.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.5 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 9.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.7 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 7.1 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 6.3 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 6.0 0.8% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 5.5 0.8% 4 +0.0 pp +0.1 pp -0.0 pp +0.8 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 5.3 0.4% 4 -0.2 pp -0.7 pp -0.7 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 5.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.7 2.2% 4 +0.3 pp +0.3 pp -0.5 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.7 2.1% 4 -0.1 pp -0.1 pp -0.3 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 4.6 0.8% 4 +0.0 pp +0.0 pp +0.5 pp +0.8 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 4.5 1.2% 4 +0.1 pp +0.2 pp +0.4 pp +1.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 3.6 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.1 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.9 1.7% 4 +0.1 pp +0.0 pp -0.0 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.9 1.4% 4 +0.0 pp -0.2 pp -0.3 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.8 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 2.7 0.0% 1 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.7 1.8% 4 -0.1 pp -0.1 pp -0.3 pp +1.8 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.0 0.8% 3 -0.0 pp +0.5 pp +0.8 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 1 +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 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EWA, LLC CIK 0001835252 0.457 332 1.8 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.7 0.8% 4 -0.7 pp -1.5 pp -2.1 pp +0.8 pp
☆Amundi CIK 0001330387 0.000 1 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.3 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.1 0.4% 4 -0.0 pp -0.1 pp -0.5 pp +0.4 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.1 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.9 0.1% 4 -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 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.8 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 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 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.6 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.5 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.4 0.2% 4 +0.0 pp -0.9 pp -0.9 pp +0.2 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.4 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 4 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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