Signals

SPMD

1002 in-universe funds with a nonzero position in SPMD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#791
Score / z0.154 / 0.17
Consensus294.13 over 556 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Creative Planning CIK 0001540235 0.979 4196 6,840.3 4.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 909.1 0.2% 5 +0.0 pp +0.0 pp -0.0 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 585.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 479.6 5.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 303.2 0.1% 5 +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 263.0 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 189.4 3.9% 5 +0.3 pp +0.2 pp -0.3 pp -1.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 178.1 2.6% 5 -0.1 pp -0.2 pp -0.9 pp -0.9 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 137.7 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 129.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 115.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 111.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 106.3 8.2% 5 +2.9 pp +4.2 pp +4.3 pp +4.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 103.8 0.1% 6 +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 102.6 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 100.7 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 95.9 8.6% 5 -0.4 pp -0.4 pp +0.6 pp +2.7 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 95.3 1.7% 5 -0.8 pp -0.8 pp -1.0 pp -3.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 87.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 83.1 1.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 82.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 82.2 3.5% 5 -0.2 pp -0.8 pp -0.7 pp -0.6 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 74.9 3.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 70.2 1.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 66.5 0.6% 4 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 62.7 4.0% 5 +0.1 pp +0.2 pp +1.2 pp +4.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 61.4 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 60.3 0.5% 5 +0.0 pp +0.1 pp -0.0 pp -0.6 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 57.9 5.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.3 pp
BOKF, NA CIK 0000009634 0.752 1160 55.9 0.8% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 55.1 4.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 52.3 2.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 50.6 6.0% 5 +0.2 pp +0.3 pp -0.3 pp -0.3 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 50.1 3.2% 5 -0.3 pp -0.8 pp -0.5 pp +0.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 50.1 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 49.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 48.7 3.9% 5 +0.3 pp +0.5 pp +1.0 pp +1.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 47.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 46.5 4.5% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 43.4 4.6% 5 +0.3 pp +1.0 pp +1.1 pp +2.8 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 42.3 7.3% 5 +0.0 pp +0.4 pp +1.2 pp +1.3 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 37.8 8.3% 5 +0.6 pp +0.8 pp +0.9 pp -1.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 37.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 35.3 0.9% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 34.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 34.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 33.6 0.6% 5 +0.1 pp +0.3 pp +0.1 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 33.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.2 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 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 32.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 31.6 1.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 30.9 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 29.9 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 29.4 0.4% 1 +0.4 pp -0.0 pp -0.2 pp +0.4 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 29.4 4.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.2 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 28.5 3.3% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 27.6 2.8% 3 -0.3 pp -0.5 pp +2.8 pp +2.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 26.9 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 26.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 26.0 1.2% 2 +0.0 pp +1.2 pp -2.0 pp -0.5 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 25.6 2.2% 5 +0.1 pp +1.1 pp +1.2 pp +1.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 25.0 2.6% 5 +0.4 pp +0.6 pp +0.7 pp +0.8 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 23.3 6.3% 5 +0.1 pp -0.5 pp -0.7 pp -0.9 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 23.2 13.1% 5 -0.8 pp -0.2 pp +2.9 pp +3.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 22.5 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 22.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 22.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Crews Bank & Trust CIK 0002052279 0.645 662 21.4 2.8% 5 -0.0 pp -0.0 pp -0.3 pp -0.6 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 20.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
New Perspectives, Inc CIK 0001909565 0.875 49 20.7 6.4% 5 +0.4 pp +0.7 pp -0.7 pp -1.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 20.5 1.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 19.9 5.4% 5 -0.3 pp +0.1 pp +0.0 pp -0.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 19.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 19.6 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 18.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 18.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 17.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 17.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.4 0.5% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 17.4 6.2% 5 +0.4 pp +0.7 pp +0.4 pp +0.3 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.3 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Bensler, LLC CIK 0001965941 0.354 198 16.7 1.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.7 1.5% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 16.1 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 16.0 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 15.5 6.4% 7 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 15.1 1.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 15.0 4.5% 5 +0.2 pp +0.5 pp +0.7 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 14.2 1.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 14.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 14.1 3.2% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 14.0 3.3% 5 +0.4 pp +0.5 pp +0.3 pp -1.9 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 13.7 3.4% 3 +0.1 pp -2.9 pp +3.4 pp +3.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 13.4 4.2% 5 +0.0 pp +0.4 pp +0.7 pp +1.3 pp
FF Advisors,LLC CIK 0002011904 0.517 123 12.9 4.8% 5 -0.0 pp +0.3 pp +0.5 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 12.4 0.4% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Gradient Investments LLC CIK 0001542265 0.563 448 11.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lumbard & Kellner, LLC CIK 0001602476 0.247 108 11.8 3.6% 5 +0.0 pp +0.1 pp -0.2 pp -0.7 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 11.8 1.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 11.7 2.6% 5 +0.1 pp -0.2 pp -0.3 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 11.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 11.2 1.3% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 11.1 4.7% 5 -0.1 pp +1.1 pp +0.7 pp +0.6 pp
CGN Advisors LLC CIK 0001841506 0.595 322 11.1 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 10.6 2.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 10.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 10.5 0.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 10.3 3.2% 5 -0.7 pp -0.6 pp -0.3 pp -0.3 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 10.3 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 10.2 2.1% 5 -0.1 pp -0.4 pp -6.8 pp -6.7 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 10.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 9.8 3.8% 5 +0.2 pp +0.3 pp +0.3 pp -0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 9.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 9.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 9.5 3.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
KWB Wealth CIK 0001822236 0.452 169 9.4 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 9.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 9.2 0.5% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 8.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 8.6 4.2% 5 +0.1 pp +1.4 pp +1.3 pp +1.8 pp
CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 8.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 7.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 7.9 3.1% 1 +3.1 pp +3.1 pp +0.1 pp +0.2 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 7.8 3.4% 5 +0.3 pp +0.6 pp +0.8 pp +1.2 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 7.6 2.2% 4 +0.1 pp +0.2 pp +0.3 pp +2.2 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 7.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.4 0.1% 7 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 7.2 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 7.2 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Addison Capital Co CIK 0001581465 0.464 184 7.1 1.2% 5 +0.1 pp -0.2 pp +0.2 pp +0.3 pp
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VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 6.7 3.8% 5 +0.1 pp +0.6 pp +0.7 pp +0.9 pp
CVFG LLC CIK 0002050974 0.313 250 6.6 0.7% 1 +0.7 pp -3.0 pp -3.1 pp -3.1 pp
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Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.1 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 6.0 1.8% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 5.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUEFG, LLC CIK 0001766067 0.882 75 5.7 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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True Freedom Investing, LLC CIK 0002096483 0.916 97 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 5.3 1.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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World Investment Advisors CIK 0001652594 0.670 1523 5.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 5.1 0.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
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Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 4.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
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Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 4.8 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 4.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp -0.0 pp
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Lynx Investment Advisory CIK 0002028812 0.063 230 4.3 1.4% 5 -0.4 pp -0.5 pp -0.7 pp -0.8 pp
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Delta Wealth Advisors LLC CIK 0001970701 0.505 46 1.7 1.2% 7 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigation Group, LLC CIK 0002132497 0.648 121 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Apollon Financial, LLC CIK 0002011195 0.470 293 1.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.5 0.2% 5 -0.0 pp -0.6 pp -0.6 pp -1.1 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 1.5 0.5% 2 -0.0 pp +0.5 pp +0.3 pp +0.4 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Brio Consultants, LLC CIK 0001747799 0.768 164 1.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wedmont Private Capital CIK 0001904274 0.771 949 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.5 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.4 0.2% 5 -0.7 pp -0.7 pp -0.7 pp -0.9 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.4 1.2% 5 -0.7 pp -0.3 pp -0.4 pp -0.6 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.4 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 1.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.3 0.8% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 1.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.2 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.1 0.3% 5 +0.1 pp -0.3 pp -0.0 pp -0.4 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.1 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
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Orin Green Financial, LLC CIK 0001844227 0.643 83 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HORAN Wealth, LLC CIK 0002072569 0.370 217 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp -1.4 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -1.2 pp -0.9 pp -0.2 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 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 -0.0 pp +0.0 pp +0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 SPMD). Qtrs Held counts distinct quarters this fund has actually held SPMD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPMD position size. Δ columns are the percentage-point change in SPMD'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