Signals

← Signals

☆SPMD

840 in-universe funds with a nonzero position in SPMD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#571
Score / z0.267 / 0.37
Consensus272.37 over 529 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+2% / 4.0d

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 5,366.4 3.8% 3 -0.0 pp -0.0 pp +3.8 pp +3.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 743.8 0.2% 3 -0.0 pp -0.0 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 568.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 407.8 5.0% 3 -0.0 pp -0.0 pp +5.0 pp +5.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 173.4 7.9% 1 +7.9 pp +6.2 pp +6.5 pp +7.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 172.9 3.7% 3 -0.5 pp -1.3 pp +3.7 pp +3.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 165.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 153.3 2.7% 3 -0.7 pp -0.7 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 116.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 113.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 92.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 91.9 9.0% 3 +1.0 pp +3.1 pp +9.0 pp +9.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 88.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 81.7 2.5% 3 -0.1 pp -2.5 pp +2.5 pp +2.5 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 77.0 1.6% 3 +0.1 pp +0.4 pp +1.6 pp +1.6 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 74.1 4.3% 3 +0.1 pp +0.2 pp +4.3 pp +4.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 73.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 70.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 67.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 64.6 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 64.5 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 54.8 4.0% 3 +0.4 pp +1.3 pp +4.0 pp +4.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 52.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 51.3 4.5% 3 +0.0 pp +0.2 pp +4.5 pp +4.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 51.2 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 51.0 3.8% 3 +1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 46.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 45.2 5.3% 3 -0.0 pp -0.2 pp +5.3 pp +5.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 43.1 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 42.6 5.7% 3 -0.6 pp -0.6 pp +5.7 pp +5.7 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 41.2 3.4% 3 +0.5 pp +0.7 pp +3.4 pp +3.4 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 40.7 6.9% 3 +0.9 pp +0.9 pp +6.9 pp +6.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 40.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 39.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.8 0.4% 3 -0.1 pp -0.6 pp +0.4 pp +0.4 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 37.1 4.8% 3 -0.2 pp -0.2 pp +4.8 pp +4.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 36.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 32.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 31.9 7.4% 3 +0.1 pp -2.5 pp +7.4 pp +7.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 28.0 3.6% 3 +0.1 pp +1.9 pp +3.6 pp +3.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 27.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 27.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 26.2 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 25.7 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 25.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 24.4 4.4% 3 +0.1 pp -0.0 pp +4.4 pp +4.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 24.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 23.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 22.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 22.2 6.8% 3 -0.2 pp -0.4 pp +6.8 pp +6.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 22.1 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 21.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 20.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 20.1 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 19.8 2.8% 3 -0.3 pp -0.6 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 17.8 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 17.4 13.3% 3 +3.1 pp +3.5 pp +13.3 pp +13.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 17.4 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.9 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 16.6 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 16.4 5.7% 3 -1.4 pp -1.7 pp +5.7 pp +5.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.1 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 15.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 15.9 5.3% 3 -0.0 pp -0.6 pp +5.3 pp +5.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 15.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 15.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 14.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 13.6 3.4% 3 +0.1 pp +0.0 pp +3.4 pp +3.4 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 13.5 5.5% 3 -0.3 pp -0.4 pp +5.5 pp +5.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 13.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 13.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 13.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 13.1 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 12.6 6.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.8 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 12.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.9 4.0% 3 +0.2 pp +0.1 pp +4.0 pp +4.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 11.5 2.6% 3 -6.4 pp -6.2 pp +2.6 pp +2.6 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 11.3 3.8% 3 +0.3 pp +1.0 pp +3.8 pp +3.8 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 11.1 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 11.1 2.6% 3 +1.2 pp +1.2 pp +2.6 pp +2.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 10.8 3.8% 3 +0.3 pp +0.4 pp +3.8 pp +3.8 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 10.8 2.7% 3 -0.2 pp -2.5 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 10.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 10.1 4.5% 3 +0.2 pp +0.4 pp +4.5 pp +4.5 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 10.1 3.6% 3 -0.4 pp -0.5 pp +3.6 pp +3.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 10.0 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 10.0 2.9% 3 -0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 9.9 3.5% 3 -0.3 pp -0.8 pp +3.5 pp +3.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.7 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 9.7 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 8.7 3.9% 3 +0.1 pp -0.1 pp +3.9 pp +3.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.3 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 8.2 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 7.7 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 7.4 2.8% 3 -0.2 pp +0.4 pp +2.8 pp +2.8 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 7.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 7.3 3.5% 3 +0.0 pp -0.4 pp +3.5 pp +3.5 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 7.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 6.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 6.4 2.1% 3 +0.0 pp -0.7 pp +2.1 pp +2.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 5.9 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
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☆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
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 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
☆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
☆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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.3 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
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -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% 0 -0.0 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
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 0.0 0.0% 0 -1.6 pp -1.6 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
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.1 pp -0.1 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
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -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% 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
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.1 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.2 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -3.3 pp -1.7 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -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% 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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