Signals

← Signals

☆SPMO

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

Flow ranking

Rank#717
Score / z0.210 / 0.17
Consensus211.13 over 459 funds
Momentumno 12m return

Price & positioning

227 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 761.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 402.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 359.8 0.0% 5 -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 350.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 270.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 175.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 151.5 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 137.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 114.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 88.8 12.9% 4 -1.4 pp -1.7 pp -0.7 pp +12.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 84.5 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 83.5 10.8% 4 +1.7 pp +1.5 pp +1.5 pp +10.8 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 73.6 9.1% 5 +0.8 pp +1.0 pp +5.8 pp +6.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 69.5 3.8% 4 -3.0 pp -3.6 pp -3.6 pp +3.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 63.1 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 42.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 40.3 7.8% 4 -1.3 pp -1.6 pp -3.0 pp +7.8 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 39.7 1.2% 4 +0.1 pp +0.1 pp +0.4 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 35.6 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 34.8 3.9% 4 -0.0 pp +0.1 pp +1.9 pp +3.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 32.4 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 31.8 0.7% 4 -0.2 pp -0.1 pp +0.5 pp +0.7 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 31.6 11.7% 4 +0.9 pp +1.8 pp +1.9 pp +11.7 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 29.9 1.0% 4 +0.0 pp +0.4 pp +0.4 pp +1.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 28.3 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 27.7 2.2% 4 -0.0 pp -0.1 pp +0.0 pp +2.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 27.7 1.0% 4 -0.1 pp -0.1 pp +0.8 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 27.3 2.9% 4 -0.1 pp -0.3 pp -0.2 pp +2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 26.2 4.7% 2 +4.6 pp +4.7 pp +4.7 pp +4.7 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 26.0 1.0% 4 -0.2 pp -0.2 pp +0.8 pp +1.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 23.9 4.8% 3 -0.3 pp -0.7 pp +4.8 pp +4.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 22.7 2.5% 4 -0.1 pp +1.0 pp +0.9 pp +2.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 21.1 2.4% 4 -0.7 pp -0.8 pp -0.7 pp +2.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 20.9 13.3% 4 -2.3 pp -0.9 pp +4.5 pp +13.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.8 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 19.7 7.6% 4 -0.1 pp -0.1 pp +1.7 pp +7.6 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.1 1.1% 4 +0.1 pp +0.7 pp +0.8 pp +1.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 18.6 1.5% 4 +0.2 pp +0.6 pp +0.4 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 18.6 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 17.8 2.2% 4 +0.2 pp +0.2 pp +0.3 pp +2.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 17.1 10.0% 4 -4.0 pp -8.5 pp +2.4 pp +10.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 16.8 6.1% 3 +0.3 pp +1.2 pp +6.1 pp +6.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.7 1.1% 4 +0.0 pp +0.4 pp +0.4 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 16.3 3.1% 4 +0.6 pp +0.9 pp +1.4 pp +3.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 15.9 6.5% 4 -0.4 pp -0.3 pp -0.0 pp +6.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 15.8 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 15.6 9.1% 2 -0.6 pp +9.1 pp +9.1 pp +9.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.4 0.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 15.3 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 14.9 1.2% 3 +0.2 pp +0.4 pp +1.2 pp +1.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 14.7 1.5% 4 +0.0 pp +0.7 pp +0.8 pp +1.5 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 14.7 12.0% 4 -0.4 pp -0.3 pp +5.4 pp +12.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.4 2.0% 4 +0.1 pp +0.7 pp +0.7 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 13.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 12.9 2.1% 4 -0.6 pp -2.7 pp -2.5 pp +2.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 12.8 0.4% 4 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 11.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.7 1.6% 4 -0.0 pp +0.6 pp +0.5 pp +1.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 11.4 3.7% 3 +0.2 pp -0.1 pp +3.7 pp +3.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.0 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 10.9 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 10.7 5.4% 5 -0.4 pp +0.1 pp +2.1 pp +4.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 10.4 0.8% 4 -0.2 pp +0.0 pp -0.1 pp +0.8 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 10.4 4.4% 4 -0.0 pp -0.1 pp +0.8 pp +4.4 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 10.1 5.5% 2 -4.3 pp +5.5 pp +5.5 pp +5.5 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 10.0 2.1% 4 -0.1 pp +0.9 pp +0.9 pp +2.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.0 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 9.9 4.3% 4 -0.1 pp -0.0 pp +0.5 pp +4.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 9.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.8 2.6% 4 -1.9 pp -2.2 pp -1.6 pp +2.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 9.7 0.7% 4 -0.1 pp -0.9 pp -0.7 pp +0.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 9.6 1.2% 4 -0.0 pp +0.4 pp +0.4 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 9.6 1.5% 4 -0.0 pp +0.5 pp +0.5 pp +1.5 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 9.6 5.2% 4 +0.0 pp +0.4 pp +1.1 pp +5.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.4 0.5% 4 -1.7 pp -2.2 pp -0.8 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.3 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.2 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 8.7 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 8.5 1.9% 4 -0.1 pp +0.7 pp +0.6 pp +1.9 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 8.5 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 8.4 3.3% 4 +0.1 pp +0.0 pp +1.5 pp +3.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 8.3 6.3% 4 +0.3 pp +1.0 pp +2.4 pp +6.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.3 0.2% 4 -0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 8.2 5.3% 5 +0.0 pp +0.3 pp +0.7 pp +2.4 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 8.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.9 2.2% 4 -0.2 pp -0.3 pp -0.2 pp +2.2 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 7.9 2.8% 4 -0.1 pp -0.1 pp -0.1 pp +2.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 7.5 3.5% 4 -0.3 pp +0.1 pp +0.7 pp +3.5 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 7.5 1.7% 3 +0.2 pp +0.7 pp +1.7 pp +1.7 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 7.2 1.9% 4 -0.0 pp +0.6 pp +0.6 pp +1.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 7.2 2.3% 3 +1.5 pp +2.2 pp +2.3 pp +2.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.1 3.5% 4 -0.4 pp +1.0 pp +3.3 pp +3.5 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 7.0 3.1% 4 -0.1 pp +1.5 pp +1.6 pp +3.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 6.8 3.2% 4 -0.3 pp +0.4 pp +2.1 pp +3.2 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 6.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 6.6 1.9% 3 -0.9 pp -0.8 pp +1.9 pp +1.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 6.5 2.7% 3 -4.4 pp -4.5 pp +2.7 pp +2.7 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.3 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 6.2 1.4% 4 -0.7 pp -0.7 pp -0.5 pp +1.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.0 2.9% 3 -0.9 pp -1.0 pp +2.9 pp +2.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.9 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.8 0.6% 4 -0.2 pp -0.3 pp +0.5 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 5.7 2.6% 4 -0.1 pp -0.1 pp -0.0 pp +2.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.6 1.8% 4 -0.0 pp +0.7 pp +0.6 pp +1.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 5.5 1.7% 4 -0.0 pp +0.6 pp +0.4 pp +1.7 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 5.4 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 5.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 5.2 1.3% 4 -0.2 pp -0.2 pp -0.2 pp +1.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.2 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.1 1.0% 4 -0.2 pp +0.3 pp +0.3 pp +1.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.1 1.7% 3 -0.0 pp +0.7 pp +1.7 pp +1.7 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
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☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 3.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advisors Preferred, LLC CIK 0001598841 0.037 220 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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 (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