Signals

← Signals

☆SPTM

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

Flow ranking

Rank#92
Score / z2.352 / 2.11
Consensus259.94 over 474 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-32% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 672.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 429.8 0.9% 4 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 326.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 264.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 244.5 1.1% 4 -0.1 pp +0.0 pp -0.0 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 232.4 2.8% 4 -0.2 pp -0.2 pp -0.1 pp +2.8 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 228.9 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 204.5 4.0% 4 -0.1 pp -0.4 pp -0.5 pp +4.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 132.2 20.3% 4 -0.5 pp -1.1 pp -0.9 pp +20.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 121.2 24.7% 4 -2.9 pp -2.9 pp -2.8 pp +24.7 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 121.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 113.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 112.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 111.7 10.6% 4 -0.5 pp -0.9 pp -1.2 pp +10.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 110.4 1.9% 5 -0.3 pp -0.5 pp -1.1 pp -1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 85.9 36.1% 4 -0.5 pp -0.4 pp -0.0 pp +36.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 84.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 81.6 6.9% 4 -0.7 pp -1.2 pp -1.9 pp +6.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 81.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 79.9 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 77.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 73.8 6.6% 4 -0.7 pp -1.0 pp -1.3 pp +6.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 71.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 70.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 70.0 4.3% 4 -0.0 pp -0.0 pp -1.0 pp +4.3 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 69.4 5.2% 3 +0.0 pp -1.9 pp +5.2 pp +5.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 67.4 11.3% 4 -0.1 pp -0.5 pp -0.6 pp +11.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 66.4 14.2% 4 +0.1 pp +0.0 pp +2.1 pp +14.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 65.3 13.4% 4 -0.2 pp -0.1 pp -0.3 pp +13.4 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 59.9 6.1% 4 -3.1 pp -4.9 pp -6.1 pp +6.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 59.4 2.6% 4 +0.0 pp +0.1 pp +0.2 pp +2.6 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 59.0 5.6% 4 +0.1 pp +0.0 pp -0.1 pp +5.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 58.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 55.9 17.1% 4 +2.4 pp +5.1 pp +6.1 pp +17.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 54.6 0.3% 4 -0.6 pp -0.7 pp -0.9 pp +0.3 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 54.0 20.3% 4 -1.1 pp -1.4 pp -1.5 pp +20.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 51.3 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 50.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 47.1 10.8% 4 -0.1 pp +0.1 pp +0.1 pp +10.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 44.5 0.5% 4 -0.4 pp -0.4 pp -0.3 pp +0.5 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 38.4 10.1% 4 -1.0 pp -0.5 pp -1.2 pp +10.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 38.1 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 37.5 5.0% 2 -1.6 pp +5.0 pp +5.0 pp +5.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 37.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 36.8 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 36.7 3.0% 4 -0.2 pp -0.3 pp -0.5 pp +3.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 36.6 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 36.1 2.7% 4 -0.0 pp -0.3 pp -0.2 pp +2.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 33.7 7.6% 4 -0.5 pp -0.1 pp -0.0 pp +7.6 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 32.9 17.0% 4 -1.4 pp -1.8 pp -2.9 pp +17.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 32.8 4.9% 4 -1.8 pp -3.3 pp -4.6 pp +4.9 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 32.6 5.2% 4 -2.4 pp -3.9 pp -5.0 pp +5.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 31.5 1.9% 4 -0.7 pp -0.7 pp -0.7 pp +1.9 pp
☆Rinkey Investments CIK 0001730774 0.601 128 28.9 7.4% 4 -0.3 pp -0.6 pp -1.1 pp +7.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 28.7 1.6% 4 -0.1 pp +0.3 pp -0.1 pp +1.6 pp
☆Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 27.5 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 26.8 4.4% 4 -0.2 pp -0.3 pp -0.2 pp +4.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 25.8 1.0% 4 -0.4 pp -0.5 pp +0.4 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 25.2 0.5% 4 -0.1 pp -0.2 pp -0.4 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 24.9 1.4% 4 +0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 24.2 0.2% 4 -0.1 pp +0.0 pp -0.1 pp +0.2 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 24.0 19.6% 4 -0.5 pp -0.2 pp -0.1 pp +19.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 23.9 1.9% 4 -0.1 pp -0.1 pp -0.1 pp +1.9 pp
☆DORVAL Corp CIK 0001999144 0.667 49 23.1 7.2% 4 -1.2 pp -1.1 pp -0.9 pp +7.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 22.8 4.7% 4 -0.1 pp -0.1 pp +0.0 pp +4.7 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 22.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 22.4 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 21.8 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.6 1.2% 3 +0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 19.8 2.2% 4 -0.9 pp -2.1 pp -2.0 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 19.7 0.4% 4 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 19.6 0.8% 4 +0.0 pp -0.3 pp -0.4 pp +0.8 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 19.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 19.0 2.7% 4 -0.2 pp -0.4 pp -0.5 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 17.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 16.8 9.1% 4 +0.2 pp -0.1 pp +1.6 pp +9.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 16.7 2.1% 4 -0.6 pp -1.2 pp -1.6 pp +2.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 16.5 8.7% 4 -0.6 pp -0.8 pp -0.5 pp +8.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 16.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 16.0 1.7% 4 -0.1 pp -0.1 pp -0.0 pp +1.7 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 15.5 5.9% 4 +0.5 pp +0.4 pp +0.6 pp +5.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 14.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 14.9 0.4% 4 -0.0 pp -0.4 pp -0.4 pp +0.4 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 14.8 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 14.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 14.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 14.0 1.6% 4 -0.2 pp -0.3 pp -0.3 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 13.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 13.6 8.7% 4 +0.3 pp -0.0 pp +0.2 pp +8.7 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 13.5 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 13.5 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 13.2 3.1% 4 +0.3 pp +0.5 pp +1.0 pp +3.1 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 13.1 7.7% 4 +5.5 pp +0.2 pp +0.0 pp +7.7 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.7 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 12.7 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 12.5 4.2% 4 -2.0 pp -2.0 pp -2.3 pp +4.2 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 12.3 1.5% 4 +0.0 pp +0.1 pp -1.6 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.1 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 11.8 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 11.5 1.7% 4 -0.2 pp -0.3 pp -0.4 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.4 1.0% 4 -0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 11.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 11.1 8.2% 4 -4.7 pp -4.5 pp -4.5 pp +8.2 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 11.1 3.9% 4 -0.6 pp -0.6 pp -0.6 pp +3.9 pp
☆Balefire, LLC CIK 0001750924 0.097 475 11.1 2.1% 4 -1.5 pp -1.6 pp -1.8 pp +2.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 10.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 10.5 4.0% 4 -0.1 pp -0.2 pp -0.2 pp +4.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 10.4 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 10.2 6.7% 4 -0.0 pp +0.2 pp +0.4 pp +6.7 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 10.2 1.2% 4 +0.3 pp +0.3 pp +0.4 pp +1.2 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 10.2 4.5% 4 -0.4 pp -0.6 pp -0.8 pp +4.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.1 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.0 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 9.8 2.6% 4 -0.2 pp -0.2 pp -0.2 pp +2.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 9.4 3.5% 2 -1.2 pp +3.5 pp +3.5 pp +3.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.3 0.3% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.9 0.2% 4 -0.1 pp -1.0 pp -1.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.7 0.1% 4 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 8.3 7.8% 4 +0.3 pp +0.9 pp +1.8 pp +7.8 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.1 3.6% 4 +0.0 pp +0.1 pp +0.2 pp +3.6 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
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 7.9 5.2% 4 -0.1 pp +0.0 pp +0.3 pp +5.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 7.8 3.3% 4 -0.3 pp -0.2 pp -0.0 pp +3.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 7.6 1.8% 4 -0.1 pp -0.1 pp -0.1 pp +1.8 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 7.6 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 7.5 0.8% 4 -0.0 pp -0.7 pp +0.1 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 7.3 2.7% 4 +0.0 pp -0.1 pp -0.0 pp +2.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 6.9 3.2% 4 -0.0 pp +0.1 pp +0.3 pp +3.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 6.8 2.8% 4 +0.0 pp -0.2 pp -1.1 pp +2.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 6.7 1.1% 4 -0.4 pp -0.4 pp -0.3 pp +1.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.7 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.6 4.4% 4 -0.4 pp -0.3 pp -0.3 pp +4.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 6.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
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☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.4 2.4% 4 +0.0 pp -0.4 pp -0.6 pp +2.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 6.2 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
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☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 6.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.9 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 5.4 2.3% 4 -0.1 pp -0.2 pp -0.3 pp +2.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 5.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 5.3 1.4% 4 -1.0 pp -0.9 pp -0.9 pp +1.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 5.2 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 5.0 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 5.0 2.8% 5 -1.3 pp -2.5 pp -7.6 pp -8.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.0 1.1% 4 +0.2 pp +0.2 pp +0.1 pp +1.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 4.9 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 4.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.9 1.8% 4 +0.5 pp +0.4 pp +0.3 pp +1.8 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.8 0.7% 4 -0.1 pp -0.1 pp -0.5 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 4.7 1.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.6 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 4.6 2.1% 4 -0.7 pp -1.0 pp -1.0 pp +2.1 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 4.4 1.2% 4 -0.1 pp -0.1 pp -0.0 pp +1.2 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 4.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 4.1 1.0% 4 -0.2 pp -0.2 pp -0.4 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.1 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 3.9 0.8% 4 -0.2 pp -0.4 pp -0.4 pp +0.8 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 3.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
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☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 3.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆KWB Wealth CIK 0001822236 0.452 169 3.4 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 3.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mosaic Advisors LLC CIK 0001808523 0.172 35 1.7 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.2 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
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -0.8 pp +0.0 pp -0.2 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 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
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 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
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 -0.0 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
☆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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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 (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