Signals

← Signals

☆SPSB

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

Flow ranking

Rank#217
Score / z1.005 / 1.27
Consensus172.44 over 329 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-75% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,369.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 969.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 242.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 227.1 0.1% 1 +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 227.0 0.0% 3 +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 148.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 116.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 114.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 105.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 92.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 74.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 72.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 66.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 66.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 61.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 56.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 54.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 47.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 40.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 40.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 40.1 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 36.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 32.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 32.3 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 32.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 32.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 31.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 30.7 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 29.6 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 29.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 29.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 29.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 28.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 26.6 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 23.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 23.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 22.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 21.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 21.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 21.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 20.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 19.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 18.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 16.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 16.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 16.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 14.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆SWMG, LLC CIK 0001839255 0.473 100 14.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 14.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 14.0 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 13.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 13.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 13.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 12.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 12.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROGCO, LP CIK 0001998892 0.631 224 12.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 11.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 10.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 9.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 9.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 8.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 8.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 7.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 6.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 6.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 6.0 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 3.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 3.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.6 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 3.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STAR Financial Bank CIK 0001965329 0.528 109 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆OLIO Financial Planning CIK 0001906766 0.888 68 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆PFG Advisors CIK 0001694435 0.248 791 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FCA CORP /TX CIK 0001166402 0.236 203 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 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
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 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 0.0 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 0.0 0.0% 1 +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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 SPSB). Qtrs Held counts distinct quarters this fund has actually held SPSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPSB position size. Δ columns are the percentage-point change in SPSB'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