Signals

← Signals

☆SPMB

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

Flow ranking

Rank#1260
Score / z0.034 / 0.02
Consensus86.53 over 161 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,392.5 7.8% 5 -0.8 pp -0.2 pp -0.2 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 500.2 0.1% 5 -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 131.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 107.4 1.0% 5 -0.5 pp -0.5 pp -0.5 pp -0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 75.2 1.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 61.0 1.8% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 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 50.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 49.8 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 43.8 0.1% 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 43.3 0.0% 2 +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 42.5 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 33.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 30.2 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 29.0 8.3% 5 +1.0 pp +1.7 pp +1.9 pp +2.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 19.8 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 19.7 0.6% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 19.4 3.7% 5 -5.0 pp -6.9 pp -6.6 pp -7.0 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 17.9 7.1% 2 -0.7 pp +7.1 pp +7.1 pp +7.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 15.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 15.7 3.5% 5 +0.2 pp +0.1 pp +0.4 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 14.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 13.8 5.7% 6 -3.7 pp -3.5 pp -3.0 pp -3.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 11.0 7.5% 4 -3.2 pp -2.9 pp -2.4 pp +7.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.9 1.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.5 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 7.3 1.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 7.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.3 0.3% 6 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 7.1 2.0% 5 -0.2 pp -0.1 pp +0.1 pp -0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 6.5 2.7% 2 +2.4 pp +2.7 pp +2.7 pp +2.7 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
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 6.4 0.7% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.1 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.0 2.4% 5 +0.2 pp +0.5 pp +0.5 pp -0.3 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 5.9 2.4% 1 +2.4 pp +2.4 pp +0.1 pp -0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 5.0 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 5.0 1.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 5.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 4.9 0.4% 5 -0.1 pp -0.3 pp -0.7 pp -0.8 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.7 1.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.4 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.1 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 3.9 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.7 0.7% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 3.6 1.1% 4 +0.3 pp +0.3 pp +0.8 pp +1.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 3.6 1.2% 1 +1.2 pp +1.0 pp +1.2 pp +1.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.2 1.4% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.1 1.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 3.1 2.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.7 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.6 0.1% 5 -1.0 pp -1.0 pp -0.9 pp -0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 2.0 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 1.7 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.3 0.5% 5 -0.2 pp -1.0 pp -1.8 pp -2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 5 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 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 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.0 0.0% 5 -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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.9 0.9% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.9 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 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 0.7 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 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 0.6 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 +0.0 pp -2.1 pp -0.2 pp -0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.7 pp -1.7 pp -1.6 pp -1.6 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 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
☆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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.9 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
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.3 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 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
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.6 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
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 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 +0.0 pp +0.0 pp -0.5 pp -0.3 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 (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