Signals

← Signals

☆SPMO

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

Flow ranking

Rank#302
Score / z0.707 / 0.89
Consensus157.48 over 357 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 918.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 600.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 295.6 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 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 271.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 250.4 1.7% 1 +1.7 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 200.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 111.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 110.0 0.9% 3 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 93.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 91.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 90.3 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 73.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 66.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 66.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 55.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 49.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 49.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 48.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 47.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 38.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 31.6 3.4% 2 +1.0 pp +3.4 pp +3.4 pp +3.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 25.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 24.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 24.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 24.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 22.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 19.1 1.5% 1 +1.5 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 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 18.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 17.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 16.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 16.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 15.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 15.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 15.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 15.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 15.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 14.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 14.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 13.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 13.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 13.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 13.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 12.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 12.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 11.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 9.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 8.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 8.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 7.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 7.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 7.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 7.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 6.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EWA, LLC CIK 0001835252 0.457 332 6.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 6.4 4.7% 2 +1.8 pp +4.7 pp +4.7 pp +4.7 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 6.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 5.1 3.3% 2 +2.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 4.7 3.9% 3 +0.5 pp +0.4 pp +3.9 pp +3.9 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 4.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 3.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 3.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 2.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 2.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.7 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.4 2.0% 2 +1.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orca Investment Management, LLC CIK 0001511229 0.323 60 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cyr Financial Inc. CIK 0002010666 0.648 62 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +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% 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
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 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 SPMO). Qtrs Held counts distinct quarters this fund has actually held SPMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPMO position size. Δ columns are the percentage-point change in SPMO'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