Signals

← Signals

☆SPTI

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

Flow ranking

Rank#188
Score / z1.242 / 1.11
Consensus158.44 over 284 funds
Momentumno 12m return

Price & positioning

250 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 1,543.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,280.0 2.6% 4 +0.2 pp +0.3 pp +0.6 pp +2.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 368.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 340.9 3.4% 4 +0.0 pp +0.3 pp +0.2 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 224.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 218.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 177.9 1.3% 4 -0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 169.8 6.1% 4 +0.1 pp +0.2 pp -0.2 pp +6.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 157.2 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 153.5 12.3% 4 +0.8 pp +1.6 pp +2.6 pp +12.3 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 140.9 15.6% 4 +0.6 pp +0.9 pp +1.7 pp +15.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 114.6 1.1% 4 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 107.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 97.8 1.3% 4 -0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 89.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 84.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 82.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 80.7 2.5% 4 +0.1 pp +0.1 pp +2.4 pp +2.5 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 72.7 4.6% 4 -1.7 pp -1.7 pp -1.5 pp +4.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 67.0 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 65.6 0.9% 4 +0.0 pp +0.2 pp +0.3 pp +0.9 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 63.5 8.1% 4 +0.3 pp -0.1 pp +4.8 pp +8.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 54.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 53.4 11.8% 4 -3.0 pp -2.5 pp -3.1 pp +11.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 52.9 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 50.2 10.7% 4 +1.4 pp +1.3 pp +1.2 pp +10.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 46.6 1.7% 4 +1.6 pp +1.6 pp +1.6 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 42.6 4.7% 4 +0.3 pp +0.3 pp -0.3 pp +4.7 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 40.1 4.3% 4 +0.0 pp +0.0 pp -0.0 pp +4.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 39.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 38.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 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 38.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 34.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 33.6 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 32.6 4.2% 4 +0.2 pp +0.1 pp +0.2 pp +4.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 32.2 5.4% 4 +0.1 pp +0.0 pp +1.3 pp +5.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 31.7 0.5% 6 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 31.3 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 30.8 0.5% 3 +0.0 pp +0.5 pp +0.5 pp +0.5 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 29.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 28.3 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 27.0 4.0% 4 -0.0 pp -1.6 pp -1.6 pp +4.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 27.0 12.2% 5 +0.1 pp +1.0 pp +0.3 pp -0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.5 0.0% 5 +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 26.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 25.2 5.3% 3 +3.6 pp +4.9 pp +5.3 pp +5.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 24.9 3.1% 4 +0.1 pp +1.2 pp -0.2 pp +3.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 24.8 6.2% 4 +0.1 pp +0.1 pp -0.1 pp +6.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.7 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 20.8 1.0% 4 -0.6 pp +0.1 pp +0.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 18.9 10.9% 4 +0.2 pp +1.1 pp +4.9 pp +10.9 pp
☆Collier Financial CIK 0001902901 0.619 141 18.5 14.1% 3 +0.3 pp +1.2 pp +14.1 pp +14.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 16.7 0.7% 5 -0.1 pp +0.0 pp -0.0 pp -0.7 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 16.3 1.0% 4 +0.1 pp -0.4 pp -0.2 pp +1.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 15.4 10.4% 4 +0.2 pp +0.2 pp +0.1 pp +10.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 14.8 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 14.6 6.0% 4 -0.2 pp -0.8 pp -1.6 pp +6.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.1 1.3% 4 +0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 13.9 2.1% 4 +0.1 pp -0.2 pp -0.1 pp +2.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 13.8 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 13.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arjuna Capital CIK 0001703208 0.352 113 13.3 3.4% 4 +0.1 pp -0.2 pp -0.2 pp +3.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 12.7 2.8% 4 +0.1 pp +0.6 pp +1.0 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 12.6 3.8% 4 -0.2 pp -0.9 pp -1.5 pp +3.8 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 12.5 3.9% 4 +0.1 pp +0.1 pp -0.0 pp +3.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 12.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.0 2.4% 4 +1.2 pp +1.2 pp +1.2 pp +2.4 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 11.8 6.3% 4 +0.2 pp -0.0 pp +0.9 pp +6.3 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.6 3.8% 4 +0.4 pp -0.0 pp -0.3 pp +3.8 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 11.3 3.4% 4 +0.1 pp +0.0 pp -0.4 pp +3.4 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 11.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 11.1 2.8% 4 +2.3 pp +2.3 pp +2.3 pp +2.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 11.0 0.8% 4 +0.0 pp -0.2 pp -0.3 pp +0.8 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 10.7 4.9% 6 +0.5 pp +0.4 pp +0.4 pp +1.2 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 10.7 1.5% 4 +0.1 pp +0.0 pp -0.2 pp +1.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 9.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 9.4 3.6% 4 +0.2 pp +0.1 pp +0.0 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 9.2 3.0% 4 -0.0 pp -0.3 pp -2.1 pp +3.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.9 0.3% 4 -0.0 pp -0.4 pp -0.5 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 7.7 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 7.3 5.3% 4 +2.9 pp +2.8 pp +0.9 pp +5.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 7.1 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.8 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.8 4.5% 4 -0.1 pp -0.2 pp +1.5 pp +4.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 6.6 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 6.5 1.0% 4 +0.1 pp +0.8 pp +0.8 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 6.2 2.0% 4 +0.0 pp -0.1 pp -0.3 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.0 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 5.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 5.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 5.2 4.2% 4 +0.9 pp +1.1 pp +0.9 pp +4.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.9 0.5% 4 -0.1 pp -0.1 pp -1.0 pp +0.5 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 4.5 2.7% 4 -0.2 pp -2.5 pp -2.5 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 4.2 0.9% 4 -0.0 pp -3.9 pp -2.5 pp +0.9 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.9 2.8% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Climber Capital SA CIK 0002011229 0.279 64 3.8 2.5% 2 -0.5 pp +2.5 pp -0.7 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 3.8 1.8% 4 +0.1 pp +0.3 pp +1.1 pp +1.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 3.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 3.0 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.9 0.1% 1 +0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.8 1.6% 4 +0.8 pp +0.7 pp +0.6 pp +1.6 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 2.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.6% 4 -0.1 pp -0.1 pp +0.5 pp +0.6 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.6 0.7% 4 -0.0 pp -1.7 pp -0.1 pp +0.7 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 2.4 0.4% 4 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -2.9 pp -5.3 pp -2.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -8.6 pp -8.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
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 SPTI). Qtrs Held counts distinct quarters this fund has actually held SPTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTI position size. Δ columns are the percentage-point change in SPTI'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