Signals

← Signals

☆SPTL

610 in-universe funds with a nonzero position in SPTL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#772
Score / z0.183 / 0.14
Consensus158.39 over 312 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 1,802.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,438.1 2.9% 4 +0.2 pp +0.2 pp +0.3 pp +2.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 560.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 384.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 337.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 287.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 229.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 216.3 2.2% 4 +0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 153.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 146.3 5.2% 4 +0.3 pp +0.1 pp -0.2 pp +5.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 113.5 3.1% 4 +0.0 pp +0.0 pp -0.1 pp +3.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 105.2 10.3% 4 -0.1 pp -0.8 pp -1.8 pp +10.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 104.6 4.6% 4 +0.4 pp +0.0 pp -1.3 pp +4.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 102.3 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 94.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 93.4 7.5% 4 +0.5 pp +0.8 pp +1.1 pp +7.5 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 92.7 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 92.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 88.8 0.8% 4 +0.2 pp +0.2 pp +0.6 pp +0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 78.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 73.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 58.3 1.5% 4 +0.0 pp -0.0 pp -0.1 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 50.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 45.3 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 43.5 5.8% 4 +3.1 pp +3.0 pp +0.9 pp +5.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 40.8 2.5% 4 +0.6 pp +1.9 pp +2.1 pp +2.5 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 40.7 4.1% 4 +0.0 pp -0.3 pp -0.1 pp +4.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 39.9 6.5% 4 +0.0 pp +0.5 pp +2.4 pp +6.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 36.9 6.2% 4 +3.3 pp +3.4 pp +3.3 pp +6.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 31.6 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 30.0 1.4% 4 -0.4 pp -0.5 pp -0.3 pp +1.4 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 29.2 3.7% 4 +0.1 pp -0.3 pp +0.1 pp +3.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 28.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 28.0 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 26.7 2.5% 4 +0.2 pp -0.1 pp -0.5 pp +2.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.8 0.2% 4 -0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 22.2 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 21.5 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 21.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.8 1.4% 4 -0.1 pp -0.4 pp -0.4 pp +1.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 20.7 3.3% 4 +0.4 pp -0.1 pp -0.0 pp +3.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 20.0 0.7% 4 +0.0 pp -0.4 pp -0.4 pp +0.7 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 19.0 0.0% 4 -0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 18.2 0.3% 4 +0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 17.0 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 16.7 3.0% 4 +0.0 pp -0.0 pp -0.1 pp +3.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 15.8 2.1% 6 -0.1 pp -0.1 pp +0.3 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.3 1.0% 4 -0.2 pp -0.3 pp -0.3 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 13.9 2.7% 4 +0.1 pp +0.1 pp +0.2 pp +2.7 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 13.8 1.0% 4 +0.8 pp +0.2 pp +0.8 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 13.6 9.5% 4 +0.8 pp +2.2 pp -3.5 pp +9.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 13.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 13.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 12.9 0.3% 3 -0.3 pp -0.5 pp +0.3 pp +0.3 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 12.3 3.9% 4 -0.4 pp -0.5 pp -0.4 pp +3.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 10.6 1.4% 4 +0.3 pp +0.0 pp +0.0 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 10.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 10.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 9.8 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 9.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 9.4 2.2% 4 +0.9 pp +0.9 pp +0.1 pp +2.2 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 9.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 9.1 4.8% 4 +1.3 pp +1.0 pp +0.7 pp +4.8 pp
☆MOTCO CIK 0001306333 0.349 840 9.0 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 8.8 1.1% 4 +0.2 pp +0.4 pp +0.2 pp +1.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 8.8 1.0% 4 -0.5 pp -0.6 pp -0.7 pp +1.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.7 0.6% 4 +0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 8.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 7.9 1.6% 4 -0.0 pp -0.2 pp +0.0 pp +1.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 7.3 1.1% 3 -0.3 pp -0.2 pp +1.1 pp -1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 6.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 6.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 6.3 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 6.3 2.5% 2 -2.1 pp +2.5 pp +2.5 pp +2.5 pp
☆KWB Wealth CIK 0001822236 0.452 169 6.3 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 6.1 1.1% 4 +0.1 pp -0.0 pp -1.4 pp +1.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 5.8 1.3% 4 -0.1 pp -0.3 pp -0.1 pp +1.3 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 5.8 3.5% 4 +0.7 pp +1.8 pp +1.2 pp +3.5 pp
☆Town Capital LLC CIK 1871352 0.216 75 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 5.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 5.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.1 2.0% 4 +0.2 pp -0.0 pp -0.1 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.9 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.7 0.5% 4 -0.0 pp -0.3 pp -0.4 pp +0.5 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.7 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 4.4 2.4% 4 +0.0 pp -0.2 pp -0.3 pp +2.4 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.3 2.2% 4 +0.1 pp +0.1 pp +0.2 pp +2.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 4.2 1.8% 4 +0.1 pp +0.4 pp +0.4 pp +1.8 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 4.0 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 3.6 2.4% 4 -0.7 pp -0.6 pp +0.3 pp +2.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 3.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.3 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 3.3 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.2 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 3.2 1.5% 4 +0.1 pp +0.2 pp +1.2 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.2 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 3.1 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.0 0.7% 4 -0.7 pp +0.3 pp +0.3 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.9 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.9 1.9% 4 -0.0 pp -0.1 pp +0.4 pp +1.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.6 1.2% 4 +0.4 pp +0.4 pp +0.3 pp +1.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.2 pp -0.5 pp -0.3 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 -0.1 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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 -0.6 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -3.2 pp -3.4 pp -3.8 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -2.0 pp -1.6 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.0 pp -0.5 pp -0.6 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.0 0.0% 0 -0.3 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 +0.0 pp -0.2 pp -0.2 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp -0.5 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 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
☆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 +0.0 pp -0.3 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 +0.0 pp -0.5 pp -0.5 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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 +0.0 pp -0.2 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.4 pp -0.6 pp -0.6 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.7 pp -1.4 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 -8.9 pp -6.3 pp -6.5 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
☆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
☆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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -1.9 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 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 +0.0 pp -0.4 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
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 -0.4 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.2 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 -0.1 pp -0.1 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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 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 +0.0 pp -0.2 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆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
☆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
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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 -0.0 pp -0.1 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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