Signals

← Signals

☆SPSB

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

Flow ranking

Rank#1117
Score / z0.068 / 0.04
Consensus200.67 over 371 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,595.8 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 285.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 274.5 3.3% 4 +0.0 pp -0.0 pp -0.1 pp +3.3 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 223.6 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 210.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 180.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 159.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 157.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 155.9 4.3% 4 +0.7 pp +0.7 pp +0.6 pp +4.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 125.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 118.3 1.3% 4 -0.3 pp -1.8 pp -3.5 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.0 0.0% 4 -0.0 pp -0.0 pp +0.0 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 105.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 98.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 91.1 4.0% 4 -1.0 pp -1.4 pp -0.4 pp +4.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 72.4 5.2% 4 +0.1 pp +0.0 pp -0.2 pp +5.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 64.8 0.0% 4 +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 63.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 59.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 54.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 50.1 5.1% 4 +0.1 pp +0.1 pp -0.1 pp +5.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 44.4 1.8% 4 +0.3 pp -0.1 pp +0.5 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 42.3 5.9% 4 +0.0 pp +0.3 pp +0.3 pp +5.9 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 38.2 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 35.9 5.2% 4 +0.5 pp +0.5 pp +0.3 pp +5.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 35.2 4.7% 4 +0.2 pp -0.3 pp -0.7 pp +4.7 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 35.2 9.5% 4 -1.2 pp -1.3 pp -1.9 pp +9.5 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 35.0 4.5% 4 +0.7 pp +0.9 pp +1.0 pp +4.5 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 33.7 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 33.4 4.3% 4 +0.2 pp +0.1 pp +0.1 pp +4.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.4 5.5% 4 +0.1 pp -0.0 pp +1.1 pp +5.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 30.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 29.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 28.6 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 28.5 9.8% 4 -0.6 pp -1.7 pp -8.5 pp +9.8 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 28.1 10.0% 2 -0.7 pp +10.0 pp -0.9 pp +10.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 27.4 6.8% 4 +0.2 pp +0.3 pp +0.1 pp +6.8 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 26.8 1.6% 4 +0.2 pp +0.7 pp +0.3 pp +1.6 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 25.7 3.0% 4 +0.1 pp +0.0 pp -0.2 pp +3.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 24.9 2.0% 4 -0.8 pp -0.9 pp -0.9 pp +2.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 23.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 23.2 2.4% 4 +0.9 pp +0.8 pp +0.7 pp +2.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.2 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 21.8 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SWMG, LLC CIK 0001839255 0.473 100 21.3 6.1% 4 +0.4 pp +0.6 pp +1.3 pp +6.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 21.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 21.1 4.5% 4 +0.2 pp +0.2 pp +0.2 pp +4.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 21.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 20.4 5.2% 4 +0.4 pp +0.2 pp +0.2 pp +5.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 19.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 19.1 8.4% 4 +0.9 pp +1.0 pp +0.6 pp +8.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 19.0 3.7% 4 -0.0 pp -0.3 pp -0.7 pp +3.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.9 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 18.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 17.4 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 16.8 3.3% 3 +0.4 pp +3.2 pp +3.3 pp +3.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 16.0 2.5% 4 +0.2 pp +0.3 pp +0.3 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 15.2 11.9% 4 +1.1 pp +0.6 pp -0.2 pp +11.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 14.8 1.8% 4 +0.1 pp +0.8 pp -0.1 pp +1.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ROGCO, LP CIK 0001998892 0.631 224 14.5 4.8% 4 +0.4 pp +0.3 pp +0.3 pp +4.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 13.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.2 1.1% 4 +0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 12.1 2.6% 4 -0.2 pp -0.4 pp -0.6 pp +2.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 11.2 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 10.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 9.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.8 0.0% 4 -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 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 9.4 3.6% 4 -1.5 pp -1.4 pp -2.0 pp +3.6 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 9.3 2.5% 4 +0.0 pp -0.0 pp -0.1 pp +2.5 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 9.1 4.9% 4 +1.6 pp +3.7 pp +4.5 pp +4.9 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 9.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 9.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 8.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 8.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.8 3.1% 4 +0.2 pp +0.2 pp -0.1 pp +3.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.5 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 8.5 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 7.9 1.3% 4 -0.0 pp -0.1 pp +0.1 pp +1.3 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 7.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.6 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.4 0.2% 4 +0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 7.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 7.2 1.0% 6 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.8 0.8% 4 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 6.7 2.0% 4 -0.1 pp -0.3 pp -0.6 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 6.5 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 6.5 1.8% 4 +0.5 pp +0.2 pp +0.1 pp +1.8 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.1 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 6.0 0.6% 1 +0.6 pp +0.6 pp -0.1 pp +0.6 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 5.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 5.7 3.4% 4 +0.6 pp +2.4 pp +2.0 pp +3.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 5.5 2.1% 4 -0.0 pp -0.1 pp -0.3 pp +2.1 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 5.4 2.4% 4 +0.6 pp +0.7 pp +0.7 pp +2.4 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 5.4 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Climber Capital SA CIK 0002011229 0.279 64 5.3 3.5% 2 -1.4 pp +3.5 pp -1.9 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.2 3.5% 4 -0.0 pp -0.3 pp -0.9 pp +3.5 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.2 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 5.1 1.6% 4 +0.0 pp -0.0 pp -0.2 pp +1.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 4.8 2.4% 3 +0.1 pp +0.0 pp +2.4 pp +2.4 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 4.7 1.9% 4 +0.1 pp +0.2 pp +0.1 pp +1.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.6 2.5% 4 +0.1 pp -0.1 pp -0.3 pp +2.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 4.5 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 3.7 0.8% 4 +0.3 pp +0.3 pp +0.2 pp +0.8 pp
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☆IRON Financial LLC CIK 0001595509 0.376 151 3.6 1.6% 4 -0.1 pp -0.2 pp -0.3 pp +1.6 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.6 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.5 2.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.7 pp
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☆DGS Capital Management, LLC CIK 0001900110 0.204 619 3.5 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 3.4 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.2 0.0% 4 +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 3.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.8 0.1% 4 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
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☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -3.5 pp -3.4 pp -3.5 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 -0.1 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -1.3 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 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 -0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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 (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