Signals

← Signals

☆SPTI

456 in-universe funds with a nonzero position in SPTI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#133
Score / z1.418 / 2.01
Consensus145.00 over 265 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+5% / 1.0d

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 1,407.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,271.7 2.4% 3 +0.1 pp +0.4 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 414.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 326.4 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 229.2 6.7% 3 +0.1 pp +0.9 pp +6.7 pp +6.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 197.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 177.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 166.1 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 162.1 5.9% 3 +0.0 pp -0.4 pp +5.9 pp +5.9 pp
☆One Day In July LLC CIK 0001823172 0.854 167 140.3 11.5% 3 +0.9 pp +1.9 pp +11.5 pp +11.5 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 134.0 15.0% 3 +0.3 pp +1.1 pp +15.0 pp +15.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 97.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 96.9 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 94.4 6.3% 3 -0.1 pp +0.2 pp +6.3 pp +6.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 83.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 82.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 79.4 2.4% 3 +0.0 pp +2.3 pp +2.4 pp +2.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 77.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 68.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 65.3 14.8% 3 +0.5 pp -0.1 pp +14.8 pp +14.8 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 63.4 7.8% 3 -0.3 pp +4.5 pp +7.8 pp +7.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 52.2 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 48.2 2.7% 3 +2.3 pp +2.1 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 43.3 9.3% 3 -0.0 pp -0.1 pp +9.3 pp +9.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 42.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 41.8 5.5% 3 -0.0 pp -0.8 pp +5.5 pp +5.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 40.9 4.3% 3 +0.0 pp -0.6 pp +4.3 pp +4.3 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 39.4 4.2% 3 -0.0 pp -0.1 pp +4.2 pp +4.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 37.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 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 37.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 36.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 36.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 31.5 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 30.9 4.0% 3 -0.1 pp -0.0 pp +4.0 pp +4.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 30.8 1.6% 3 +0.7 pp +0.6 pp +1.6 pp +1.6 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.7 5.3% 3 -0.1 pp +1.2 pp +5.3 pp +5.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 29.9 0.5% 2 +0.5 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% 3 -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 29.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 29.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 28.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 27.1 12.1% 4 +0.9 pp +0.2 pp -1.0 pp +12.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 26.2 4.0% 3 -1.5 pp -1.6 pp +4.0 pp +4.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 24.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 23.7 6.1% 3 -0.0 pp -0.2 pp +6.1 pp +6.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 23.5 3.0% 3 +1.1 pp -0.2 pp +3.0 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 4 -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 20.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 18.5 13.9% 2 +0.9 pp +13.9 pp +13.9 pp +13.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 17.3 10.7% 3 +0.9 pp +4.7 pp +10.7 pp +10.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 17.0 0.8% 4 +0.1 pp +0.0 pp -0.7 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 15.3 1.0% 3 -0.4 pp -0.2 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 14.5 10.2% 3 +0.1 pp -0.1 pp +10.2 pp +10.2 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 14.5 6.1% 3 -0.6 pp -1.5 pp +6.1 pp +6.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Arjuna Capital CIK 0001703208 0.352 113 13.5 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 13.4 2.0% 3 -0.3 pp -0.2 pp +2.0 pp +2.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 13.3 1.2% 3 +0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 13.3 4.0% 3 -0.6 pp -1.2 pp +4.0 pp +4.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 13.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 13.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 13.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 12.8 3.9% 3 +0.1 pp -0.1 pp +3.9 pp +3.9 pp
☆Apriem Advisors CIK 0001425165 0.679 182 12.6 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 12.1 2.7% 3 +0.5 pp +0.9 pp +2.7 pp +2.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 11.2 6.2% 3 -0.2 pp +0.8 pp +6.2 pp +6.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 10.8 3.3% 3 -0.0 pp -0.4 pp +3.3 pp +3.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 10.4 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 10.3 2.6% 3 +0.1 pp -1.9 pp +2.6 pp +2.6 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.0 3.3% 3 -0.4 pp -0.7 pp +3.3 pp +3.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 9.5 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 9.3 4.4% 5 -0.0 pp -0.1 pp +0.7 pp +0.8 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 9.2 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 8.5 3.0% 3 -0.3 pp -2.1 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 7.5 1.7% 2 +1.4 pp +1.7 pp +1.7 pp +1.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 7.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 7.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.9 4.6% 3 -0.1 pp +1.6 pp +4.6 pp +4.6 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.8 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.1 3.3% 3 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 6.1 1.9% 3 -0.2 pp -0.3 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 6.0 6.1% 2 +3.4 pp +6.1 pp +6.1 pp +6.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.8 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.6 0.6% 3 -0.0 pp -0.9 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.4 0.9% 3 +0.7 pp +0.7 pp +0.9 pp +0.9 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 5.4 3.2% 2 -1.9 pp +3.2 pp +3.2 pp +3.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.0 0.1% 3 -0.3 pp -0.5 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 4.6 3.0% 1 +3.0 pp -0.2 pp +3.0 pp +3.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 4.1 2.9% 3 -2.3 pp -2.4 pp +2.9 pp +2.9 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 4.1 0.9% 3 -3.9 pp -2.4 pp +0.9 pp +0.9 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 4.0 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.8 2.7% 4 +0.1 pp +0.0 pp -0.1 pp +2.7 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 3.5 1.7% 3 +0.2 pp +1.0 pp +1.7 pp +1.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.1 2.3% 3 -0.1 pp -2.1 pp +2.3 pp +2.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.1 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.1 0.3% 3 -0.3 pp -0.5 pp +0.3 pp +0.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 3.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.0 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.9 0.0% 3 +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 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.5 0.7% 3 -1.7 pp -0.1 pp +0.7 pp +0.7 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bonfire Financial CIK 0001762539 0.560 60 2.3 1.8% 3 -0.3 pp -1.3 pp +1.8 pp +1.8 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.2 2.9% 3 -2.4 pp +0.8 pp +2.9 pp +2.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
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☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -11.2 pp -11.3 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆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
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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 -0.3 pp -0.4 pp +0.0 pp +0.0 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
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -1.4 pp -1.5 pp -1.5 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
☆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
☆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
☆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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 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
☆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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -3.1 pp -3.4 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
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -8.6 pp -8.0 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
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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