Signals

← Signals

☆SPMO

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

Flow ranking

Rank#321
Score / z0.617 / 0.92
Consensus201.71 over 424 funds
Momentumno 12m return

Price & positioning

225 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 779.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 495.9 0.1% 2 -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 337.2 0.0% 3 +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 300.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 165.2 16.6% 2 +2.0 pp +16.6 pp +16.6 pp +16.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 162.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 141.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 137.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 133.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 120.8 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 106.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 104.3 0.7% 2 -1.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 103.4 14.6% 2 +0.9 pp +14.6 pp +14.6 pp +14.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 84.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 75.4 8.2% 3 +4.8 pp +5.8 pp +8.2 pp +8.2 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 72.5 9.3% 2 +0.0 pp +9.3 pp +9.3 pp +9.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 67.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 67.8 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 65.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 65.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 62.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 60.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 52.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 50.5 5.9% 2 -0.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 46.6 0.4% 4 -0.6 pp -0.3 pp -0.1 pp +0.4 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 44.8 9.3% 2 -1.5 pp +9.3 pp +9.3 pp +9.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 40.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 37.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 35.9 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 34.1 3.9% 2 +1.8 pp +3.9 pp +3.9 pp +3.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 30.8 18.5% 2 +10.9 pp +18.5 pp +18.5 pp +18.5 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 30.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 29.5 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 28.8 2.7% 2 +1.4 pp +2.7 pp +2.7 pp +2.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 28.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 28.1 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 27.8 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 27.4 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.6 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 26.1 9.9% 2 +0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 25.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 25.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 24.4 14.2% 2 +5.4 pp +14.2 pp +14.2 pp +14.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 24.1 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 20.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 20.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NRI Wealth Management LC CIK 0002027950 0.717 31 19.8 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.7 0.0% 2 +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% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 18.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 18.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 18.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 17.9 7.6% 2 +1.8 pp +7.6 pp +7.6 pp +7.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 17.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 17.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 16.7 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 16.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 15.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 14.7 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 14.6 12.3% 2 +5.7 pp +12.3 pp +12.3 pp +12.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 14.5 5.0% 2 -0.7 pp +5.0 pp +5.0 pp +5.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 14.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 14.2 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 14.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 13.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 12.9 4.8% 2 +0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 12.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 11.3 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 11.3 3.4% 2 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 11.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 10.3 4.5% 2 +0.9 pp +4.5 pp +4.5 pp +4.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 10.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 9.7 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 9.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 9.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 9.2 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 9.2 5.3% 3 +2.0 pp +4.6 pp +5.3 pp +5.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 8.7 3.3% 2 +1.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 8.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 8.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 8.4 1.1% 2 -1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 8.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 8.1 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 8.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.0 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.9 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 7.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 7.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 7.3 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 7.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.2 4.7% 2 +0.6 pp +4.7 pp +4.7 pp +4.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 7.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 7.1 5.0% 3 +0.3 pp +2.1 pp +5.0 pp +5.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆EWA, LLC CIK 0001835252 0.457 332 6.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 6.8 5.3% 2 +1.4 pp +5.3 pp +5.3 pp +5.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 6.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 6.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 6.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 6.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 6.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 5.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 5.7 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 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% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 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% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 -0.4 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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.0 0.0% 0 -0.2 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
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -13.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 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 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.2 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
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.8 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status