Signals

← Signals

☆SPTL

478 in-universe funds with a nonzero position in SPTL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#726
Score / z0.157 / 0.23
Consensus133.58 over 267 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+11% / 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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,731.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,632.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,407.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 550.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 295.3 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 266.9 0.1% 2 -0.0 pp +0.1 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 258.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 237.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 201.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 179.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 179.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 178.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 141.2 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 129.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 109.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 108.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 106.8 11.1% 2 -1.0 pp +11.1 pp +11.1 pp +11.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 106.0 4.6% 2 -1.4 pp +4.6 pp +4.6 pp +4.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 102.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 86.6 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 78.9 6.7% 2 +0.3 pp +6.7 pp +6.7 pp +6.7 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 71.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 56.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 47.3 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 45.5 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 43.5 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 38.4 5.9% 2 +1.9 pp +5.9 pp +5.9 pp +5.9 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 35.2 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 29.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 29.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 27.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 27.5 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 25.4 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 24.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 22.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 20.8 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 20.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 20.1 2.7% 2 -2.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 19.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 19.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 17.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 17.0 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 15.8 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 13.6 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 12.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 11.1 7.3% 2 -5.6 pp +7.3 pp +7.3 pp +7.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 9.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 9.7 2.2% 4 +0.4 pp +0.1 pp +0.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 9.2 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆MOTCO CIK 0001306333 0.349 840 9.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 8.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 8.4 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 8.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 7.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 7.3 1.4% 1 +1.4 pp -1.5 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 7.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.6 3.0% 2 +1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 6.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 6.4 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆KWB Wealth CIK 0001822236 0.452 169 6.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 6.4 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 6.3 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 6.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 5.6 1.1% 2 -1.4 pp +1.1 pp +1.1 pp +1.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 5.5 1.3% 2 -0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.8 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 4.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 4.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.3 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 4.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 3.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 3.7 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.7 0.0% 2 -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 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 3.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 3.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.8 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 2.6 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 2.6 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.5 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 2.4 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
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☆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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.2 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
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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