Signals

← Signals

☆SPTL

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

Flow ranking

Rank#760
Score / z0.146 / 0.20
Consensus141.08 over 293 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,936.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,435.7 2.7% 3 +0.0 pp +0.1 pp +2.7 pp +2.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 564.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 320.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 290.0 8.9% 3 +2.6 pp +2.4 pp +8.9 pp +8.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 266.0 0.1% 3 +0.0 pp +0.0 pp +0.1 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 254.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 206.0 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 179.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 160.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 154.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 153.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 134.4 4.9% 3 -0.3 pp -0.5 pp +4.9 pp +4.9 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 110.9 3.1% 3 -0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 106.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 105.8 10.4% 3 -0.7 pp -1.6 pp +10.4 pp +10.4 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 101.3 4.2% 3 -0.4 pp -1.7 pp +4.2 pp +4.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 87.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 85.5 7.0% 3 +0.3 pp +0.7 pp +7.0 pp +7.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 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 70.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 61.8 0.7% 3 +0.0 pp +0.4 pp +0.7 pp +0.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 56.5 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 48.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 42.0 4.0% 3 -0.4 pp -0.2 pp +4.0 pp +4.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 40.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 39.7 1.9% 3 +1.3 pp +1.5 pp +1.9 pp +1.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 38.7 6.4% 3 +0.5 pp +2.4 pp +6.4 pp +6.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 37.5 1.9% 3 -0.0 pp +0.2 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 34.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 31.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 30.4 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 29.4 0.0% 3 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 29.2 3.6% 3 -0.4 pp +0.0 pp +3.6 pp +3.6 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 29.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.5 0.0% 3 -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 28.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 25.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 25.0 2.3% 3 -0.3 pp -0.7 pp +2.3 pp +2.3 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 24.6 3.2% 3 -0.2 pp -0.6 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 21.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.4 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 21.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 20.8 2.7% 3 -0.0 pp -2.1 pp +2.7 pp +2.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 19.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 19.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 19.0 0.7% 3 -0.4 pp -0.4 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 18.4 2.9% 3 -0.5 pp -0.4 pp +2.9 pp +2.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 17.7 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 17.6 2.9% 3 +0.1 pp -0.0 pp +2.9 pp +2.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 17.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 16.2 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 13.9 4.4% 3 -0.0 pp -0.0 pp +4.4 pp +4.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 12.9 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 12.7 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 12.5 8.7% 3 +1.4 pp -4.3 pp +8.7 pp +8.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.0 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 10.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 8.9 2.2% 5 -0.0 pp +0.4 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 8.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 8.9 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 8.8 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 8.1 1.6% 3 -0.2 pp +0.0 pp +1.6 pp +1.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 7.6 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 7.4 1.4% 2 +0.1 pp +1.4 pp -1.4 pp +1.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 6.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 6.7 0.9% 3 +0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 6.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 6.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 6.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 6.4 3.5% 3 -0.3 pp -0.6 pp +3.5 pp +3.5 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 6.2 1.4% 3 +1.0 pp +1.0 pp +1.4 pp +1.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.1 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.0 3.1% 3 +0.0 pp +1.0 pp +3.1 pp +3.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 5.9 1.4% 3 -0.2 pp -0.0 pp +1.4 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 5.7 1.3% 3 -0.0 pp -0.8 pp +1.3 pp +1.3 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 5.6 1.0% 3 -0.1 pp -1.5 pp +1.0 pp +1.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 5.4 2.9% 3 +0.1 pp +0.5 pp +2.9 pp +2.9 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 5.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.6 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.6 0.5% 3 -0.3 pp -0.4 pp +0.5 pp +0.5 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 4.5 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.5 1.8% 3 -0.2 pp -0.3 pp +1.8 pp +1.8 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 4.3 1.7% 3 +0.3 pp +0.4 pp +1.7 pp +1.7 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 4.2 2.8% 3 +1.1 pp +0.5 pp +2.8 pp +2.8 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.0 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 3.6 1.4% 1 +1.4 pp +1.0 pp +1.4 pp +1.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.2 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 3.2 1.2% 3 +1.2 pp +0.9 pp +1.2 pp +1.2 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 3.2 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 3.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 3.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 2.9 1.4% 3 +0.1 pp +1.1 pp +1.4 pp +1.4 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.9 1.9% 3 -0.0 pp +0.5 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.7 0.2% 3 -0.6 pp -0.0 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.7 1.9% 3 +0.2 pp +0.2 pp +1.9 pp +1.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.6 1.6% 3 +0.2 pp -0.2 pp +1.6 pp +1.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
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☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.1 pp +0.0 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
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 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
☆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
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -0.2 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 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
☆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
☆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
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +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% 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 SPTL). Qtrs Held counts distinct quarters this fund has actually held SPTL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTL position size. Δ columns are the percentage-point change in SPTL'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