Signals

← Signals

☆SPTI

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

Flow ranking

Rank#282
Score / z0.777 / 0.98
Consensus129.39 over 247 funds
Momentumno 12m return

Price & positioning

251 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 1,270.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,025.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 524.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 297.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 245.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 237.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 164.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 163.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 151.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 146.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 113.5 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 106.7 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 84.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 79.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 71.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 62.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 57.2 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 57.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 52.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 49.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 46.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 41.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 40.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 36.7 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 36.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 36.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 33.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 33.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 31.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.5 0.0% 2 -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 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 28.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 27.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 27.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 25.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 25.0 11.9% 2 -1.2 pp +11.9 pp +11.9 pp +11.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 21.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 18.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 17.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 16.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 16.0 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 15.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 15.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 14.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 14.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 14.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arjuna Capital CIK 0001703208 0.352 113 13.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 12.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TSFG, LLC CIK 0001800513 0.413 891 12.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 12.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 12.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 11.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 10.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 10.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 9.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 9.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 9.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 8.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 8.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 8.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 8.2 4.5% 3 +0.8 pp +0.9 pp +4.5 pp +4.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 7.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 7.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 7.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 7.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 6.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 6.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 5.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Climber Capital SA CIK 0002011229 0.279 64 5.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Bonfire Financial CIK 0001762539 0.560 60 3.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 1 +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 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status