Signals

← Signals

☆SPSM

946 in-universe funds with a nonzero position in SPSM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#587
Score / z0.237 / 0.35
Consensus290.74 over 572 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,187.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,065.4 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 294.7 0.0% 2 +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 248.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 246.2 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 179.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 173.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 152.0 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 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 151.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 131.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 104.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 89.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 81.2 9.5% 2 +0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 79.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 77.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 77.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 76.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 68.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 58.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 56.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 56.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 53.9 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 50.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 46.6 3.7% 2 +0.9 pp +3.7 pp +3.7 pp +3.7 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 46.0 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 44.8 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 38.9 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 35.6 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 34.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 33.6 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 33.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 28.7 11.5% 2 -0.1 pp +11.5 pp +11.5 pp +11.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 28.2 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 28.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 27.9 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 27.2 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 27.2 6.5% 2 +0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 27.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 27.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 26.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 25.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 24.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 24.0 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 21.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 21.6 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 20.9 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 20.9 1.6% 2 +1.5 pp +1.6 pp +1.6 pp +1.6 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 20.9 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 19.9 2.3% 4 +0.1 pp +0.3 pp +0.2 pp +2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 19.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 18.2 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 18.0 8.1% 3 +0.2 pp -0.1 pp +8.1 pp +8.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 17.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 17.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 17.4 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 17.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 17.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 16.1 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 16.0 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 15.9 0.5% 3 -1.5 pp -1.9 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 15.6 0.7% 3 +0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 15.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 15.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 14.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 14.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 14.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 13.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 13.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 13.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 13.4 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 13.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 13.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 13.1 1.9% 2 -1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 13.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 12.8 7.8% 2 -0.1 pp +7.8 pp +7.8 pp +7.8 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 12.8 1.9% 2 +0.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 11.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 11.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 11.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 10.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 10.4 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 10.3 3.4% 3 +0.1 pp +0.1 pp +3.4 pp +3.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 9.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 9.5 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 9.1 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 8.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 8.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 8.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.7 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 8.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.3 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 7.7 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 7.5 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 7.5 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Collier Financial CIK 0001902901 0.619 141 7.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.2 0.2% 2 -0.8 pp +0.2 pp +0.2 pp +0.2 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 7.2 2.8% 2 +1.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 7.1 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 6.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 6.8 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 6.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 6.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 6.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 6.6 3.8% 2 +0.6 pp +3.8 pp +3.8 pp +3.8 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 6.6 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 6.6 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 1.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 1.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 1.8 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 1.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.6 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.5 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Range Financial Group LLC CIK 0001928635 0.113 206 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.3 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 SPSM). Qtrs Held counts distinct quarters this fund has actually held SPSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPSM position size. Δ columns are the percentage-point change in SPSM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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