Signals

SPMO

904 in-universe funds with a nonzero position in SPMO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#362
Score / z0.612 / 0.72
Consensus228.59 over 494 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)
Fund Positions
Quarters Held

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 1,238.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 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 571.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 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 519.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 360.3 2.7% 3 +0.4 pp +0.3 pp +2.7 pp +2.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 294.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 266.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 239.0 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 237.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 169.6 0.2% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 158.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 147.4 3.7% 5 +2.5 pp +2.6 pp +2.6 pp +2.9 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 121.4 13.0% 5 +2.2 pp +3.9 pp +3.7 pp +3.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 114.9 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 111.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 106.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 103.1 10.2% 6 +1.1 pp +1.9 pp +2.1 pp +6.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 102.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 97.0 4.5% 5 +0.7 pp -2.3 pp -3.0 pp -3.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 95.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 89.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 79.3 10.2% 5 -2.7 pp -4.2 pp -4.4 pp -3.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 66.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 56.3 1.0% 5 +0.4 pp +0.2 pp +0.2 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 54.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 53.3 8.9% 5 +1.1 pp -0.2 pp -0.5 pp -1.9 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 49.4 15.2% 5 +3.5 pp +4.4 pp +5.3 pp +5.4 pp
Invst, LLC CIK 0001867587 0.314 343 46.0 4.5% 5 +0.5 pp +0.5 pp +0.6 pp +2.4 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 43.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 42.5 3.8% 5 +1.0 pp +0.9 pp +0.7 pp +0.8 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 41.9 2.8% 5 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 41.2 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 40.6 1.9% 5 +0.8 pp +0.9 pp +1.5 pp +1.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 39.6 2.8% 4 +0.5 pp +0.5 pp +0.2 pp +2.8 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 36.9 5.9% 3 +1.2 pp +5.8 pp +5.9 pp +5.9 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 36.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 35.7 6.0% 4 +1.2 pp +0.9 pp +0.5 pp +6.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 34.5 1.1% 5 +0.1 pp +0.0 pp -0.1 pp +0.9 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 34.4 3.1% 3 +3.0 pp +3.0 pp +3.1 pp +3.1 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 33.5 3.3% 5 +0.9 pp +0.2 pp +0.1 pp +0.2 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 33.2 1.1% 5 +0.1 pp -0.1 pp -0.1 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 31.9 1.0% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 31.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 30.5 10.2% 5 +2.6 pp +2.5 pp +2.6 pp +4.4 pp
Seros Financial, LLC CIK 0002039918 0.494 66 28.7 15.0% 5 +1.7 pp -0.7 pp +0.8 pp +6.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 26.5 0.4% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 26.4 4.7% 5 +1.6 pp +2.2 pp +2.4 pp +3.0 pp
LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 26.1 12.1% 3 +3.0 pp +2.4 pp +12.1 pp +12.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 24.2 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 23.6 7.7% 4 +1.6 pp +1.9 pp +2.8 pp +7.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 23.3 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 23.2 8.4% 5 +1.9 pp +1.5 pp +1.5 pp +1.8 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 22.9 2.1% 5 -0.4 pp -0.6 pp +0.6 pp +0.5 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 22.7 1.8% 4 +0.6 pp +0.8 pp +1.0 pp +1.8 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 22.6 10.8% 5 +0.8 pp -3.2 pp -7.7 pp +3.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 21.7 1.3% 5 -0.2 pp +0.0 pp +0.4 pp +0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 21.6 0.8% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 21.5 14.9% 5 +2.9 pp +2.5 pp +2.6 pp +8.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 21.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 20.7 0.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 20.3 0.6% 6 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 20.1 2.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 19.7 0.9% 5 +0.4 pp -1.3 pp -1.8 pp -0.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 19.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 18.6 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
Pioneer Family Office, LLC CIK 0002135110 0.628 129 17.8 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 17.8 7.5% 2 +1.3 pp +7.5 pp +7.5 pp +7.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 17.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 17.2 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 16.4 5.2% 5 +0.9 pp +0.9 pp +0.8 pp +1.6 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 16.1 4.6% 5 +1.8 pp +1.7 pp +1.6 pp +1.6 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 15.8 2.5% 5 +0.4 pp -0.2 pp -2.3 pp -2.1 pp
KWB Wealth CIK 0001822236 0.452 169 15.6 1.3% 5 -0.1 pp -0.1 pp +0.5 pp +0.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.5 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.1 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 15.1 1.0% 5 +0.2 pp +0.0 pp +0.2 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 15.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 15.0 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 15.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 14.8 4.0% 4 +0.3 pp +0.5 pp +0.2 pp +4.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 14.8 5.5% 5 +1.2 pp +1.2 pp +1.2 pp +1.7 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 14.3 1.9% 5 +0.5 pp +0.6 pp +0.7 pp +0.9 pp
Alpha Zero LLC CIK 0002079032 0.418 107 14.2 5.4% 6 -0.1 pp -0.5 pp +0.1 pp +2.0 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 14.1 6.3% 3 +0.8 pp -3.5 pp +6.3 pp +6.3 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 13.7 1.4% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.5 0.9% 5 -0.3 pp -0.2 pp +0.2 pp +0.2 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 13.4 3.6% 1 +3.6 pp +2.4 pp +2.3 pp +3.6 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 13.0 1.5% 5 -0.1 pp -0.1 pp +0.5 pp +0.4 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 12.9 8.2% 5 +1.9 pp +2.2 pp +2.9 pp +4.3 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 12.9 1.7% 5 -0.3 pp -0.1 pp +0.5 pp +0.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.8 0.2% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 12.2 4.2% 5 +0.8 pp +1.0 pp +0.9 pp +2.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.1 0.3% 5 +0.1 pp +0.0 pp +0.1 pp -0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 11.9 6.6% 6 +1.2 pp +1.2 pp +1.5 pp +1.9 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 11.8 2.9% 5 +0.7 pp +0.5 pp +0.3 pp +0.4 pp
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 11.8 5.1% 5 -0.1 pp -0.0 pp +0.4 pp +1.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.6 0.8% 5 +0.1 pp +0.0 pp -0.8 pp -0.7 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 11.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 11.3 2.2% 4 +0.5 pp +0.7 pp +1.2 pp +2.2 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 11.2 2.6% 5 -0.0 pp -2.0 pp -2.3 pp -1.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 11.0 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.9 1.1% 5 +0.8 pp -0.3 pp -4.8 pp -5.1 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 10.8 4.2% 5 +1.1 pp +1.0 pp +2.6 pp +2.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.7 1.2% 5 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.6 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 10.6 2.8% 4 +0.6 pp +2.0 pp +2.8 pp +2.8 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 10.6 1.5% 5 -0.0 pp -0.1 pp +0.5 pp +0.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.5 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 10.4 1.9% 5 -0.2 pp -0.3 pp +0.6 pp +0.7 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 10.4 4.3% 5 +0.8 pp +0.4 pp +1.8 pp +4.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 10.4 0.8% 1 +0.8 pp +0.2 pp +0.2 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 10.2 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 10.2 1.7% 3 +1.1 pp +1.5 pp +1.7 pp +1.7 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 10.2 3.8% 5 +0.6 pp +0.4 pp +1.0 pp +2.7 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 10.2 4.0% 5 +0.5 pp +0.2 pp +0.6 pp +1.2 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 10.1 8.9% 2 +1.8 pp +8.9 pp +8.9 pp +8.9 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 10.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 9.7 1.9% 5 +0.5 pp -0.2 pp -0.2 pp -0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 9.7 5.6% 4 +2.7 pp +1.8 pp +1.7 pp +5.6 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 9.6 1.9% 5 -0.1 pp -0.2 pp +0.6 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
BNB Wealth Management, LLC CIK 0002111175 0.183 94 9.6 5.2% 2 +1.9 pp +5.2 pp +5.2 pp +5.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 9.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.2 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 9.1 5.0% 2 +1.6 pp +5.0 pp +5.0 pp +5.0 pp
Creative Planning CIK 0001540235 0.979 4196 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.5 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 8.5 0.1% 5 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Tidemark, LLC CIK 0002009591 0.305 935 8.4 1.9% 5 +0.6 pp +0.3 pp +0.4 pp +0.4 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 8.2 1.4% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.2 0.8% 5 +0.1 pp -0.1 pp -0.2 pp +0.7 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 7.8 1.2% 4 +0.3 pp +0.4 pp +0.4 pp +1.2 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 7.8 3.0% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 7.5 1.7% 5 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
Prostatis Group LLC CIK 0001649186 0.318 190 7.5 1.7% 7 +0.5 pp +0.6 pp +0.8 pp +1.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 7.4 1.6% 5 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 7.4 2.8% 5 +0.9 pp +2.0 pp +2.1 pp +2.6 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 7.3 1.1% 5 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.1 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 7.1 1.9% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.1 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Wedmont Private Capital CIK 0001904274 0.771 949 7.0 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 6.9 0.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 6.8 1.7% 1 +1.7 pp +1.7 pp -0.7 pp +1.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 6.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 6.5 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.5 1.8% 5 +0.0 pp +0.0 pp +0.7 pp +0.6 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 6.4 1.1% 3 +0.3 pp +0.2 pp +1.1 pp +1.1 pp
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World Investment Advisors CIK 0001652594 0.670 1523 6.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 6.1 1.5% 4 -0.2 pp -0.2 pp +0.5 pp +1.5 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 6.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 6.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 5.9 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.8 0.7% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.7 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.7 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Greenline Wealth Management LLC CIK 0002111541 0.072 131 5.6 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
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Berbice Capital Management LLC CIK 0002051605 0.347 87 5.6 2.9% 5 +0.3 pp -1.4 pp -1.6 pp -1.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 5.4 3.1% 4 +1.2 pp +1.9 pp +2.2 pp +3.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.3 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 5.1 1.4% 5 -0.3 pp -0.3 pp +0.3 pp +0.2 pp
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Synergy Asset Management, LLC CIK 0001699080 0.127 274 5.0 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.0 3.6% 7 +0.6 pp -0.0 pp -0.3 pp -0.3 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.0 1.9% 3 +1.8 pp +1.8 pp +1.9 pp +1.9 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.0 2.1% 5 -0.1 pp -0.2 pp +0.7 pp +0.5 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 4.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 4.8 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 4.7 2.0% 5 +0.5 pp -0.0 pp -0.2 pp +0.0 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 4.7 3.4% 5 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Daviman Financial, LLC CIK 0002104394 0.176 92 4.7 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 4.6 1.7% 5 +0.8 pp +0.8 pp +1.4 pp +1.5 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.6 0.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.6 0.5% 1 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
Entelevest, LLC CIK 0002109595 0.254 112 4.4 3.9% 2 +0.9 pp +3.9 pp +3.9 pp +3.9 pp
THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 4.3 1.8% 4 -0.1 pp -1.1 pp -1.0 pp +1.8 pp
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US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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M1 Capital Management LLC CIK 0001976157 0.144 113 4.3 1.6% 6 -0.3 pp +0.4 pp +0.4 pp +0.3 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 4.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 4.2 2.0% 3 +0.5 pp +0.3 pp +2.0 pp +2.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 4.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 4.2 1.8% 5 +0.3 pp +0.1 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.7 2.0% 5 +0.5 pp +1.0 pp +0.9 pp +1.0 pp
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GPM Growth Investors, Inc. CIK 0001799367 0.334 43 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 3.5 2.2% 3 +0.2 pp +0.5 pp +2.2 pp +2.2 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 3.5 0.3% 5 +0.1 pp -9.0 pp -16.3 pp -14.3 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 3.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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Northstar Advisory Group, LLC CIK 0001816000 0.138 118 3.4 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
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Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prota Financial, LLC CIK 0002126257 0.258 70 3.2 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Orca Investment Management, LLC CIK 0001511229 0.323 60 2.8 2.1% 5 +0.4 pp +0.4 pp +0.3 pp +0.2 pp
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HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Signet Private Wealth LLC CIK 0002096298 0.127 127 2.8 2.3% 2 +1.0 pp +2.3 pp +2.3 pp +2.3 pp
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Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 2.6 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 2.6 1.2% 5 -0.1 pp -0.1 pp +0.3 pp +0.5 pp
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&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 4 +0.0 pp -0.3 pp -1.4 pp +0.2 pp
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PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FLC Capital Advisors CIK 0001713697 0.549 229 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp -0.8 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -1.2 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -7.9 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 +0.0 pp -10.1 pp -10.6 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
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
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 +0.0 pp -6.1 pp +0.0 pp -13.0 pp
Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp -20.9 pp +0.0 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 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
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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -2.6 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
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.3 pp -0.8 pp -0.7 pp -0.7 pp
Apexium Financial, LP CIK 0001765285 0.880 288 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
EWA, LLC CIK 0001835252 0.457 332 0.0 0.0% 0 +0.0 pp -2.3 pp -1.9 pp -2.1 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -5.0 pp -4.8 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
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 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
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.2 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 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
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -5.6 pp -6.4 pp -7.1 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 0.0 0.0% 0 +0.0 pp -1.7 pp -1.6 pp -2.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 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 -0.4 pp -0.4 pp
Mason & Associates Inc CIK 0001917686 0.488 161 0.0 0.0% 0 -2.6 pp -2.7 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.5 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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