Signals

← Signals

☆SPTL

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

Flow ranking

Rank#1032
Score / z0.078 / 0.08
Consensus159.39 over 318 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 2,030.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,548.1 2.7% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 618.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 459.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 311.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 286.4 0.1% 5 +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 261.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 192.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 160.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 147.3 5.0% 5 -0.2 pp +0.1 pp -0.2 pp -0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 119.3 3.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 109.6 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 105.1 9.5% 5 -0.8 pp -0.9 pp -1.6 pp -2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 101.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 100.4 7.0% 5 -0.5 pp -0.0 pp +0.3 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 82.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 76.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 65.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 58.6 1.4% 5 -0.1 pp -0.1 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 53.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 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 53.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 49.1 0.4% 5 -1.7 pp -1.7 pp -1.6 pp -1.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 49.1 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 45.0 5.0% 5 -0.8 pp +2.3 pp +2.2 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 42.8 3.8% 5 -0.3 pp -0.3 pp -0.6 pp -0.4 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 42.4 1.5% 5 -3.1 pp -2.7 pp -3.1 pp -4.4 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 39.5 5.9% 5 -0.5 pp -0.5 pp +0.0 pp +1.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 39.3 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 38.6 5.7% 5 -0.5 pp +2.8 pp +2.9 pp +2.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.9 0.0% 5 -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 33.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 32.0 1.3% 5 -0.2 pp -0.6 pp -0.6 pp -0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 28.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 25.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 22.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 22.6 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 22.6 2.7% 5 -1.0 pp -0.9 pp -1.2 pp -0.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 21.9 0.4% 4 +0.1 pp -0.2 pp -0.4 pp +0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 21.9 0.8% 5 -0.6 pp -0.5 pp -0.5 pp -0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 19.4 0.6% 5 -0.1 pp -0.1 pp -0.5 pp -0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 18.9 3.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 18.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.0 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 15.0 0.0% 5 -0.0 pp -0.0 pp -0.6 pp -0.6 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 14.9 1.2% 5 -1.3 pp -1.1 pp -1.4 pp -1.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 14.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 14.0 0.8% 5 +0.2 pp +0.4 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.5 0.9% 5 -0.5 pp -0.7 pp -0.9 pp -0.9 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 12.9 2.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.4 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 12.8 7.2% 2 -1.4 pp +7.2 pp +7.2 pp +7.2 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 12.7 3.7% 5 -0.2 pp -0.7 pp -0.7 pp -0.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 11.9 1.3% 5 -0.1 pp +0.3 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 11.6 1.6% 5 -1.7 pp -1.3 pp -1.8 pp -1.7 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 11.5 8.4% 5 -1.1 pp -0.3 pp +1.1 pp -4.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 11.2 1.1% 6 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 10.6 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 9.4 4.3% 5 -0.5 pp +0.8 pp +0.5 pp +0.2 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 9.2 6.7% 2 -0.7 pp +6.7 pp +6.7 pp +6.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.9 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 8.7 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 8.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 8.6 1.9% 5 -0.4 pp +0.5 pp +0.5 pp -0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.0 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 7.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 7.3 1.0% 4 -0.2 pp -0.5 pp -0.4 pp +1.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 7.2 1.2% 5 -0.3 pp -0.3 pp -0.5 pp -0.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 7.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.0 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 6.6 1.3% 5 -0.0 pp -0.2 pp -0.4 pp -0.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 6.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 6.5 1.0% 5 -0.1 pp +0.0 pp -0.1 pp -1.4 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 6.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.4 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 6.3 2.6% 3 +0.1 pp -2.0 pp +2.6 pp +2.6 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 6.1 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 6.0 0.6% 5 -0.5 pp -0.3 pp -0.1 pp -0.3 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 5.9 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 5.6 1.2% 5 +0.5 pp -0.2 pp +0.8 pp +0.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 5.6 0.6% 5 -0.3 pp -0.9 pp -0.9 pp -1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 5.4 2.9% 5 +0.4 pp +0.5 pp +0.3 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 5.2 0.6% 6 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.1 1.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.9 0.5% 5 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆Town Capital LLC CIK 1871352 0.216 75 4.8 3.0% 2 -1.5 pp +3.0 pp +3.0 pp +3.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.7 0.7% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 4.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 4.5 2.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.1 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 4.0 1.3% 5 -0.5 pp -0.4 pp -0.1 pp -0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 3.8 1.5% 5 -0.0 pp +0.0 pp +0.2 pp +1.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.7 0.7% 4 +0.0 pp +0.2 pp +0.4 pp +0.7 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 3.7 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.4 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 3.2 1.1% 3 +0.3 pp -0.3 pp +1.1 pp +0.6 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 3.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.1 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.1 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 3.1 1.0% 5 +0.5 pp -0.2 pp +1.0 pp +0.7 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 3.1 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 3.0 0.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 2.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.7 1.8% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.7 1.9% 5 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.7 0.9% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.7 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.6 1.1% 5 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 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
☆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
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.6 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
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆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
☆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
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 (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