Signals

← Signals

☆SPMD

777 in-universe funds with a nonzero position in SPMD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#708
Score / z0.162 / 0.24
Consensus268.16 over 506 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 5,030.8 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 724.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 391.0 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 190.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 182.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 181.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 178.2 4.2% 2 -0.9 pp +4.2 pp +4.2 pp +4.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 166.5 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 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 127.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 107.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 92.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 88.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 80.7 2.6% 2 -2.3 pp +2.6 pp +2.6 pp +2.6 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 77.9 8.1% 2 +2.2 pp +8.1 pp +8.1 pp +8.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 75.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 71.8 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 62.7 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 60.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 60.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 59.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 51.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 51.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 49.2 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 47.2 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 46.3 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 42.2 3.6% 2 +0.9 pp +3.6 pp +3.6 pp +3.6 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 41.9 6.3% 2 +0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 39.6 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 38.9 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 38.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 37.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 36.8 2.8% 2 +2.7 pp +2.8 pp +2.8 pp +2.8 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 35.3 6.0% 2 +0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 34.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.5 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 33.1 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 31.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 30.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 30.1 7.4% 2 -2.6 pp +7.4 pp +7.4 pp +7.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 27.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 27.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 25.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 25.1 3.5% 2 +1.8 pp +3.5 pp +3.5 pp +3.5 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 25.0 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 24.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 24.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 23.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 23.3 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 22.5 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 22.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 22.4 3.3% 2 +1.5 pp +3.3 pp +3.3 pp +3.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 22.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 21.6 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 21.4 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 18.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.9 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 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 16.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 16.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 15.8 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 15.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 15.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 15.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 14.9 5.3% 2 -0.6 pp +5.3 pp +5.3 pp +5.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 14.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 13.3 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 13.1 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 12.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 12.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 12.8 10.2% 2 +0.4 pp +10.2 pp +10.2 pp +10.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 12.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 12.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 12.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 12.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 11.9 6.0% 4 -0.1 pp -0.2 pp -0.7 pp +6.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 11.4 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 11.3 2.9% 2 -2.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 10.8 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 10.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 10.3 3.8% 2 -0.5 pp +3.8 pp +3.8 pp +3.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.2 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 9.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 9.8 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 9.7 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 9.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 9.0 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 8.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.1 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 7.6 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 7.3 3.0% 2 +0.6 pp +3.0 pp +3.0 pp +3.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 7.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 7.1 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 6.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 6.3 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 6.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 6.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆KWB Wealth CIK 0001822236 0.453 169 5.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 5.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -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
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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% 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% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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% 2 -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% 2 -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% 2 -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% 2 -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% 2 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -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% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +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% 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 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
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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 +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 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 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -1.7 pp -1.4 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 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
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 -0.0 pp +0.0 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
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -1.4 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
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 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
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 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% 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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