Signals

← Signals

☆SPMD

692 in-universe funds with a nonzero position in SPMD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1138
Score / z0.054 / 0.05
Consensus236.43 over 461 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 4,516.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 688.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 361.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 201.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 174.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 162.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 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 162.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 156.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 150.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 146.7 0.0% 1 +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 101.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 94.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 84.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 77.4 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 65.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 62.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 58.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 56.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 56.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 50.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 49.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 47.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 46.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 46.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 45.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 44.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 44.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 39.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 37.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 37.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 36.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 34.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 34.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 34.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 32.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 31.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 30.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 30.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 26.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 23.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 23.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 21.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 21.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 21.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 20.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 19.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 16.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 14.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 14.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 14.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 12.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 12.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 12.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 12.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 12.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 11.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 11.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 11.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 11.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 11.1 6.1% 3 -0.0 pp -0.6 pp +6.1 pp +6.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 10.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 10.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 10.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 10.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 9.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 9.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 9.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 9.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 8.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 7.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 7.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 7.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 7.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 5.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CVFG LLC CIK 0002050974 0.313 250 4.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +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
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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