Signals

← Signals

☆SPTS

378 in-universe funds with a nonzero position in SPTS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1095
Score / z0.060 / 0.06
Consensus103.27 over 208 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆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 486.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 363.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 249.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 213.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 161.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 151.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 132.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 125.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 99.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 81.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 67.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 58.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 53.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 51.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 48.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 40.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 40.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 40.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 39.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 32.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.2 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 28.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 28.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 26.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 26.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 26.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 26.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 25.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 24.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 24.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 24.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 23.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 21.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 21.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 19.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 17.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 16.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 15.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 14.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 14.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 13.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 12.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 12.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 11.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆One Day In July LLC CIK 0001823172 0.854 167 11.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 11.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 11.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 11.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 10.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 8.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 8.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 8.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 8.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 8.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 7.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 6.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 6.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 5.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 4.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 4.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.5 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +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
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +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% 1 +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
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -9.1 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 SPTS). Qtrs Held counts distinct quarters this fund has actually held SPTS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTS position size. Δ columns are the percentage-point change in SPTS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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