Signals

← Signals

☆SPTM

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

Flow ranking

Rank#65
Score / z2.354 / 3.53
Consensus207.15 over 388 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 667.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 243.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 229.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 227.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 211.7 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 207.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 159.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 155.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 135.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 134.3 21.4% 2 +0.2 pp +21.4 pp +21.4 pp +21.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 133.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 131.0 27.6% 2 +0.1 pp +27.6 pp +27.6 pp +27.6 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 121.6 11.5% 2 -0.4 pp +11.5 pp +11.5 pp +11.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 119.9 2.4% 3 -0.6 pp -1.3 pp +2.4 pp +2.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.8 0.0% 2 +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 108.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 91.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 89.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 81.9 8.1% 2 -0.7 pp +8.1 pp +8.1 pp +8.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 78.7 36.5% 2 +0.3 pp +36.5 pp +36.5 pp +36.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 78.5 11.0% 2 -1.2 pp +11.0 pp +11.0 pp +11.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 78.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 77.7 7.7% 2 -0.3 pp +7.7 pp +7.7 pp +7.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 75.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 72.4 4.3% 2 -1.0 pp +4.3 pp +4.3 pp +4.3 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 72.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 62.5 13.5% 2 -0.1 pp +13.5 pp +13.5 pp +13.5 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 61.8 11.8% 2 -0.1 pp +11.8 pp +11.8 pp +11.8 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 61.1 14.1% 2 +2.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 58.5 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 57.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 55.9 9.1% 2 -1.2 pp +9.1 pp +9.1 pp +9.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 53.5 21.7% 2 -0.1 pp +21.7 pp +21.7 pp +21.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 49.9 11.9% 2 +1.0 pp +11.9 pp +11.9 pp +11.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 48.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 48.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 47.2 10.6% 2 -0.0 pp +10.6 pp +10.6 pp +10.6 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 43.2 10.6% 2 -0.7 pp +10.6 pp +10.6 pp +10.6 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 42.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 38.1 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 37.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 37.6 8.1% 2 -1.3 pp +8.1 pp +8.1 pp +8.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 34.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 33.7 18.8% 2 -1.0 pp +18.8 pp +18.8 pp +18.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 33.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 33.4 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 32.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 31.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rinkey Investments CIK 0001730774 0.601 128 30.2 8.0% 2 -0.5 pp +8.0 pp +8.0 pp +8.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 30.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 29.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 29.6 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 27.6 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 25.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 25.6 10.2% 2 +0.3 pp +10.2 pp +10.2 pp +10.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 25.1 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 25.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 24.9 19.8% 2 +0.1 pp +19.8 pp +19.8 pp +19.8 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 24.2 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 23.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 21.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 21.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 20.9 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 20.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 20.8 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 20.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 19.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 19.3 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 18.6 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 18.5 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 17.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 17.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 16.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 16.2 12.7% 2 -0.0 pp +12.7 pp +12.7 pp +12.7 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 16.1 9.6% 2 +0.3 pp +9.6 pp +9.6 pp +9.6 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 15.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 15.7 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 15.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 15.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 15.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 14.7 9.1% 2 +1.7 pp +9.1 pp +9.1 pp +9.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 14.3 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 14.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 13.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.617 47 13.0 7.4% 2 -0.2 pp +7.4 pp +7.4 pp +7.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 12.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 12.6 1.5% 2 -1.7 pp +1.5 pp +1.5 pp +1.5 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 12.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 12.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 12.1 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 12.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 11.5 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 11.3 8.8% 2 +0.2 pp +8.8 pp +8.8 pp +8.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 11.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 11.0 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 10.9 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 10.6 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 10.5 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 10.3 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 10.2 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 9.9 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 7.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 7.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 7.8 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 7.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 7.7 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 7.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 7.6 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 7.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 7.4 5.3% 3 -5.1 pp -6.3 pp +5.3 pp +5.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 7.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 7.0 7.0% 2 +0.9 pp +7.0 pp +7.0 pp +7.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 6.8 3.0% 2 -1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.8 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 6.8 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.8 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.3 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brewster Financial Planning LLC CIK 0001898145 0.842 30 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆F/m Investments LLC CIK 0001834499 0.385 354 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -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% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 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 +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.2 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -11.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.1 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
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.3 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 SPTM). Qtrs Held counts distinct quarters this fund has actually held SPTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTM position size. Δ columns are the percentage-point change in SPTM'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