Signals

← Signals

☆SPMD

933 in-universe funds with a nonzero position in SPMD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#901
Score / z0.132 / 0.10
Consensus284.18 over 546 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-24% / 1.0d

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 5,723.1 3.9% 4 +0.0 pp +0.0 pp +0.0 pp +3.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 761.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 427.3 5.1% 4 +0.0 pp +0.0 pp +0.0 pp +5.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 245.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 227.3 0.0% 4 +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 224.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 167.2 3.6% 4 -0.1 pp -0.5 pp -1.4 pp +3.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 153.0 2.7% 4 -0.1 pp -0.8 pp -0.8 pp +2.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 134.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 118.3 0.1% 4 -0.0 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 114.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 108.2 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 92.5 9.0% 4 -0.0 pp +1.0 pp +3.1 pp +9.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 85.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 84.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 83.5 2.5% 4 -0.0 pp -0.1 pp -2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 80.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 78.7 1.6% 4 +0.0 pp +0.1 pp +0.4 pp +1.6 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 76.6 3.7% 4 -0.6 pp -0.5 pp -0.4 pp +3.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 70.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 66.1 3.3% 4 -0.1 pp -0.2 pp -0.2 pp +3.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 63.0 5.3% 4 +1.3 pp +1.4 pp +1.4 pp +5.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 54.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 54.3 4.0% 4 +0.2 pp +1.2 pp +3.9 pp +4.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 53.4 0.5% 3 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 50.4 4.2% 4 -0.3 pp -0.3 pp -0.1 pp +4.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 49.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 48.9 0.7% 4 +0.3 pp +0.3 pp +0.3 pp +0.7 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 48.2 5.6% 4 +0.2 pp +0.2 pp -0.0 pp +5.6 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 47.8 3.5% 4 -0.5 pp -0.1 pp +0.8 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 47.6 0.4% 4 +0.0 pp -0.1 pp -0.6 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 44.8 2.9% 4 +0.1 pp +0.2 pp +0.3 pp +2.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 44.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 43.7 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 43.3 5.8% 4 +0.1 pp -0.5 pp -0.5 pp +5.8 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 42.5 7.3% 4 +0.4 pp +1.2 pp +1.2 pp +7.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 40.2 3.6% 4 +0.2 pp +0.7 pp +1.0 pp +3.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 38.3 4.7% 4 -0.0 pp -0.2 pp -0.2 pp +4.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 35.0 4.3% 4 +0.7 pp +0.8 pp +2.6 pp +4.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 33.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 32.6 7.7% 4 +0.2 pp +0.3 pp -2.3 pp +7.7 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 30.9 1.1% 2 -6.8 pp +1.1 pp -0.6 pp -0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 29.6 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 28.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 28.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 27.8 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 27.5 4.6% 4 +0.2 pp +0.3 pp +0.1 pp +4.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 26.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 25.0 1.0% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 24.1 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 23.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 23.9 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 23.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 22.9 1.2% 1 +1.2 pp -2.0 pp -0.5 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 22.6 3.0% 4 +0.2 pp +0.4 pp +0.5 pp +3.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 21.6 2.1% 4 +1.0 pp +1.0 pp +1.0 pp +2.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 20.6 0.4% 4 -0.0 pp -0.1 pp -0.4 pp +0.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 20.3 6.2% 4 -0.6 pp -0.8 pp -1.0 pp +6.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 20.0 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 19.6 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 19.4 2.8% 4 -0.0 pp -0.3 pp -0.6 pp +2.8 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 19.3 13.9% 4 +0.6 pp +3.7 pp +4.1 pp +13.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 17.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 17.7 3.2% 3 -0.0 pp +0.1 pp +3.2 pp +3.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 17.5 1.7% 4 +0.0 pp +0.1 pp +0.0 pp +1.7 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 17.4 5.7% 4 +0.4 pp +0.3 pp -0.3 pp +5.7 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 17.3 6.0% 4 +0.3 pp -1.1 pp -1.3 pp +6.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 17.0 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 17.0 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 16.4 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 15.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 15.7 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 15.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 14.2 5.7% 4 +0.3 pp +0.0 pp -0.1 pp +5.7 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 14.1 3.5% 4 +0.1 pp +0.2 pp +0.1 pp +3.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 14.1 1.5% 4 +0.1 pp -0.0 pp -0.0 pp +1.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 14.0 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 13.6 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 13.2 6.0% 6 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 13.1 4.3% 4 +0.3 pp +0.4 pp +0.4 pp +4.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 12.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 12.6 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 12.1 2.9% 4 +0.2 pp -0.0 pp -2.3 pp +2.9 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 12.0 4.9% 4 +0.3 pp +0.6 pp +0.8 pp +4.9 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 12.0 4.2% 4 +0.3 pp +0.6 pp +1.3 pp +4.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 11.8 2.7% 4 +0.1 pp +1.3 pp +1.3 pp +2.7 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 11.4 3.3% 2 -3.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 11.2 3.9% 4 +0.1 pp +0.4 pp +0.4 pp +3.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 10.7 1.7% 4 +0.0 pp +0.2 pp +0.2 pp +1.7 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 10.4 4.8% 4 +1.2 pp +0.8 pp +0.7 pp +4.8 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 10.2 3.5% 4 +0.1 pp -0.2 pp -0.7 pp +3.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 10.2 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 10.0 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 10.0 2.2% 4 -0.3 pp -6.7 pp -6.6 pp +2.2 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 10.0 2.6% 4 -0.3 pp -0.4 pp -0.1 pp +2.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.6 2.7% 4 +0.0 pp -0.0 pp -0.1 pp +2.7 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 9.6 1.2% 4 +0.3 pp +0.2 pp +0.3 pp +1.2 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 9.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 8.9 3.8% 4 -0.1 pp +0.0 pp -0.2 pp +3.8 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 8.7 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.6 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 8.4 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 7.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 7.6 3.5% 4 +0.0 pp +0.0 pp -0.3 pp +3.5 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 7.6 4.2% 4 +1.4 pp +1.2 pp +1.8 pp +4.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 7.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 7.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.1 0.7% 4 +0.0 pp +0.1 pp -0.0 pp +0.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.3 0.2% 6 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 6.3 2.0% 4 -0.0 pp -0.0 pp -0.7 pp +2.0 pp
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☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Activest Wealth Management CIK 0001883134 0.526 1477 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
☆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
☆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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 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
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +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 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 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
☆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
☆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
☆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
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 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
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.6 pp -0.5 pp -0.4 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
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.8 pp -0.7 pp -0.6 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -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% 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
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.6 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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 +0.0 pp +0.0 pp -0.2 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 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 -0.6 pp +0.0 pp -1.4 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 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
☆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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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
☆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
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -1.4 pp -1.3 pp -2.9 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
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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
☆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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp -3.0 pp -3.0 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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -1.2 pp -0.9 pp -0.2 pp +0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.6 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
☆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
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -3.7 pp -3.8 pp -3.8 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆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
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 -0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -1.0 pp -1.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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