Signals

← Signals

☆SPTI

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

Flow ranking

Rank#176
Score / z1.295 / 1.54
Consensus153.45 over 280 funds
Momentum-0.28 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-2%
Short interest+33% / 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 1,535.3 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,366.9 2.4% 5 -0.2 pp +0.0 pp +0.2 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 356.3 3.1% 5 -0.3 pp -0.3 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 234.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 214.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 183.1 1.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 166.0 5.6% 5 -0.5 pp -0.3 pp -0.3 pp -0.7 pp
☆One Day In July LLC CIK 0001823172 0.854 167 163.0 11.3% 5 -1.0 pp -0.2 pp +0.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 161.2 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 144.2 14.9% 5 -0.8 pp -0.2 pp +0.1 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 125.0 1.1% 5 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 102.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 95.8 1.2% 5 -0.2 pp -0.2 pp -0.2 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 90.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 78.2 1.0% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 75.2 4.3% 5 -0.4 pp -2.1 pp -2.1 pp -1.9 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 64.1 7.8% 5 -0.3 pp -0.0 pp -0.3 pp +4.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 59.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 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 57.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 55.6 10.5% 5 -0.2 pp +1.2 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 55.2 0.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 52.5 1.5% 5 -0.9 pp -0.9 pp -0.8 pp +1.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 52.3 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 51.2 1.6% 5 -0.1 pp +1.4 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 45.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 44.5 3.9% 5 -0.7 pp -0.4 pp -0.4 pp -1.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 43.7 0.6% 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 43.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 41.6 0.9% 5 +0.4 pp +0.8 pp +0.9 pp +0.9 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 41.3 3.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 35.3 0.2% 5 +0.0 pp +0.1 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 34.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 33.7 3.9% 5 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 33.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 33.2 6.4% 5 -5.4 pp -8.4 pp -7.9 pp -8.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 33.0 5.1% 5 -0.3 pp -0.2 pp -0.3 pp +1.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 31.2 5.3% 4 +0.1 pp +3.7 pp +5.0 pp +5.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 30.1 0.4% 4 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 29.3 0.4% 7 -0.1 pp -0.1 pp -0.0 pp +0.4 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 29.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 28.9 11.9% 6 -0.4 pp -0.3 pp +0.6 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.6 0.0% 6 -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 28.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 28.4 2.4% 3 -0.9 pp -1.2 pp +2.4 pp +2.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 28.2 3.7% 5 -0.3 pp -0.3 pp -1.9 pp -1.9 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 25.7 5.7% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 23.4 14.1% 5 +3.7 pp +3.9 pp +3.9 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 20.1 10.2% 5 -0.6 pp -0.4 pp +0.5 pp +4.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 19.5 4.4% 5 +1.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Collier Financial CIK 0001902901 0.619 141 19.3 13.2% 4 -0.9 pp -0.7 pp +0.3 pp +13.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 19.0 0.8% 5 -0.2 pp -0.8 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 17.4 1.7% 5 -1.4 pp -1.3 pp -0.2 pp -1.6 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 17.1 0.9% 5 -0.1 pp -0.0 pp -0.4 pp -0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 16.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 15.9 2.0% 5 -0.1 pp +0.0 pp -0.3 pp -0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 15.9 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 15.7 0.6% 6 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 15.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 15.2 1.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 14.6 5.5% 5 -0.4 pp -0.6 pp -1.2 pp -2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 13.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 13.6 5.8% 2 +5.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 13.3 2.6% 5 -0.1 pp -0.0 pp +0.4 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 13.2 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 13.0 3.6% 5 -0.3 pp -0.3 pp -0.2 pp -0.4 pp
☆Arjuna Capital CIK 0001703208 0.352 113 13.0 2.9% 5 -0.5 pp -0.4 pp -0.6 pp -0.7 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 12.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.0 2.1% 5 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 11.7 3.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 11.6 5.8% 5 -0.6 pp -0.4 pp -0.6 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 11.5 4.8% 7 -0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 11.4 6.8% 2 -1.6 pp +6.8 pp +6.8 pp +6.8 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.4 3.4% 5 -0.4 pp +0.1 pp -0.4 pp -0.7 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 10.8 2.6% 5 -0.4 pp -0.4 pp -0.7 pp -2.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 10.3 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 9.7 7.0% 2 -0.7 pp +7.0 pp +7.0 pp +7.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 8.9 2.3% 5 -1.4 pp -1.7 pp -2.3 pp -2.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.6 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 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.4 0.5% 5 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 7.6 0.5% 5 +0.4 pp +0.5 pp +0.4 pp +0.4 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 7.5 3.0% 1 +3.0 pp +3.0 pp -0.1 pp -0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.4 0.6% 5 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 7.3 2.3% 5 -1.3 pp -1.1 pp -1.2 pp -1.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.2 0.9% 5 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 6.7 1.9% 5 +1.4 pp +1.3 pp +1.0 pp -1.5 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 6.7 1.1% 5 +0.2 pp +0.2 pp -3.7 pp -2.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.5 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.5 4.5% 5 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 6.5 0.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 6.3 1.8% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.1 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.8 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 5.3 3.8% 5 -0.4 pp +0.6 pp +0.7 pp +0.5 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.3 0.6% 3 -0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.1 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.0 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -1.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 4.8 0.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.7 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 4.5 2.8% 3 +0.2 pp -0.2 pp +2.8 pp -0.4 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 4.5 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.5 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.5 2.8% 6 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.0 0.1% 2 +0.0 pp +0.1 pp -0.2 pp +0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 3.9 1.5% 5 -0.3 pp -0.2 pp -0.0 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.4 1.8% 5 +0.1 pp +0.9 pp +0.9 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 3.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.2 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Cercano Management LLC CIK 0001936416 0.054 133 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
☆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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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 +0.0 pp +0.0 pp -0.3 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.7 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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 0 -0.0 pp +0.0 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
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.0 0.0% 0 -0.1 pp -0.1 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
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -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 +0.0 pp +0.0 pp -11.2 pp -11.3 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
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.3 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
☆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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆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
☆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
☆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
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 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
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -1.0 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
☆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
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☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp -0.8 pp
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☆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
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -2.7 pp -0.4 pp -0.6 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -6.7 pp -6.6 pp -5.9 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 -0.0 pp -1.2 pp -1.2 pp -1.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 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 +0.0 pp +0.0 pp -0.4 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 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
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -2.7 pp -2.9 pp -5.2 pp -5.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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 +0.0 pp +0.0 pp -0.2 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
☆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
☆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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status