Signals

← Signals

☆SPSB

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

Flow ranking

Rank#754
Score / z0.174 / 0.19
Consensus221.74 over 408 funds
Momentum-0.23 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+8% / 1.3d

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 1,690.0 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 333.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 324.5 3.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 288.3 0.1% 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 238.3 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 221.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 199.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 177.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 160.1 3.9% 5 -0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 137.7 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 125.3 1.3% 5 -0.0 pp -0.3 pp -1.8 pp -3.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 124.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 105.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 105.2 3.8% 5 -0.2 pp -1.2 pp -1.6 pp -0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 102.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 95.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 92.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 76.8 4.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 73.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 61.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 53.0 4.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 52.3 1.5% 5 -0.3 pp -0.1 pp -0.4 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 44.4 5.8% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 40.8 2.5% 4 -0.1 pp +0.0 pp +0.1 pp +2.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 38.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 37.2 4.9% 5 -0.4 pp +0.1 pp +0.1 pp -0.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 36.8 8.9% 5 -0.7 pp -1.9 pp -2.0 pp -2.6 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 36.5 7.8% 5 +5.8 pp +5.6 pp +5.5 pp +5.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 36.4 4.3% 5 -0.5 pp -0.3 pp -0.8 pp -1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 35.4 4.3% 5 -0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 34.2 3.9% 5 -0.4 pp -0.2 pp -0.4 pp -0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.9 5.1% 5 -0.4 pp -0.3 pp -0.4 pp +0.7 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 32.0 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 29.8 0.0% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 29.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 29.3 9.1% 5 -0.7 pp -1.3 pp -2.4 pp -9.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 28.2 6.3% 5 -0.5 pp -0.3 pp -0.2 pp -0.4 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 27.8 9.1% 3 -1.0 pp -1.7 pp +9.1 pp -1.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 26.0 1.4% 5 -0.2 pp +0.0 pp +0.5 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 25.8 2.6% 5 -0.5 pp -0.3 pp -0.5 pp -0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 25.5 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 25.4 1.7% 5 -0.3 pp -1.1 pp -1.1 pp -1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 24.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 24.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 24.0 5.7% 5 -0.4 pp -0.0 pp +0.1 pp +0.8 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 23.5 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 23.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 22.0 4.1% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 21.7 2.1% 5 -0.4 pp +0.6 pp +0.5 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 20.2 4.9% 5 -0.4 pp +0.0 pp -0.1 pp -0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 19.9 7.6% 5 -0.8 pp +0.1 pp +0.2 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 19.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 19.0 3.3% 5 -0.4 pp -0.4 pp -0.7 pp -1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 17.3 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 15.3 10.6% 5 -1.2 pp -0.2 pp -0.6 pp -1.4 pp
☆ROGCO, LP CIK 0001998892 0.631 224 15.1 4.6% 5 -0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 15.0 1.9% 4 -1.4 pp -1.0 pp +1.8 pp +1.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.5 0.2% 6 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 14.3 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 14.1 2.0% 5 -0.5 pp -0.3 pp -0.2 pp -0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 13.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 13.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.9 1.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 12.1 3.4% 1 +3.4 pp -0.1 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 11.7 2.4% 5 -0.1 pp -0.3 pp -0.5 pp -0.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 10.2 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 10.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 9.6 0.9% 5 -0.9 pp -0.8 pp -0.1 pp -0.9 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 9.6 2.9% 5 -0.7 pp -2.2 pp -2.1 pp -2.6 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 9.5 2.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 9.4 0.6% 3 -0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 9.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 9.1 4.6% 5 -0.4 pp +1.3 pp +3.3 pp +4.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.0 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 9.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 9.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 8.9 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.9 2.8% 5 -0.3 pp -0.1 pp -0.0 pp -0.3 pp
☆DLK Investment Management, LLC CIK 0002016793 0.124 96 8.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.8 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 8.7 1.3% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆Climber Capital SA CIK 0002011229 0.279 64 8.6 5.3% 3 +1.8 pp +0.4 pp +5.3 pp -0.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 8.6 7.1% 2 -0.9 pp +7.1 pp +7.1 pp +7.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 8.0 1.9% 5 +0.1 pp +0.6 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 7.8 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.6 0.1% 4 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.6 0.1% 4 -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% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 6.8 1.0% 5 -0.3 pp -0.3 pp -0.4 pp -0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 6.7 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 6.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 5.9 2.4% 5 +0.0 pp +0.7 pp +0.7 pp +0.8 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 5.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 5.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 5.3 2.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 5.2 2.4% 1 +2.4 pp +2.4 pp -0.3 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.0 2.7% 5 -0.8 pp -0.8 pp -1.1 pp -1.7 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 5.0 1.0% 5 -0.5 pp -0.5 pp -0.5 pp -0.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.0 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 4.9 1.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 4.7 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 4.4 2.0% 3 -0.7 pp -0.4 pp +2.0 pp +2.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 4.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 4.1 0.1% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 3.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 3.7 0.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.6 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
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☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.4 2.0% 6 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.4 1.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.2 0.8% 6 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 3.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.3 pp
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☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆OLIO Financial Planning CIK 0001906766 0.888 68 2.7 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.6 1.0% 5 -0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Wealth Management Nebraska CIK 0002042783 0.758 106 2.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.3 0.9% 5 -0.1 pp +0.2 pp -0.3 pp -0.4 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp -0.8 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 -0.1 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 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 -0.0 pp -0.1 pp -0.1 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
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -0.9 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
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 0.0 0.0% 0 +0.0 pp -3.8 pp -3.8 pp -3.6 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp -0.1 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
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp -0.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 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
☆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
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp -1.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 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
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -2.5 pp -2.5 pp -2.6 pp -2.8 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 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
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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 +0.0 pp -0.1 pp -0.2 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.4 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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 +0.0 pp -0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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