Signals

← Signals

☆SPTS

463 in-universe funds with a nonzero position in SPTS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#786
Score / z0.136 / 0.18
Consensus141.30 over 260 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+87% / 1.6d ⚡

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 395.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 390.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 247.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 208.2 6.1% 3 +0.2 pp +0.9 pp +6.1 pp +6.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 168.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 130.0 4.7% 3 -0.0 pp -0.3 pp +4.7 pp +4.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 128.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 103.0 3.4% 3 +0.0 pp -0.1 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 89.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 79.7 8.9% 3 +0.3 pp +0.6 pp +8.9 pp +8.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 67.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 65.5 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 53.6 1.0% 4 -0.0 pp +0.2 pp +0.6 pp +1.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 48.1 5.2% 3 +0.3 pp +0.4 pp +5.2 pp +5.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 47.9 1.9% 3 -0.5 pp -1.0 pp +1.9 pp +1.9 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 44.3 10.2% 3 +1.8 pp +3.3 pp +10.2 pp +10.2 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 44.2 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 42.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 40.6 3.7% 3 +0.0 pp +0.0 pp +3.7 pp +3.7 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 39.1 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 35.4 1.2% 3 +0.1 pp +0.5 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 34.2 5.0% 3 +0.5 pp +0.4 pp +5.0 pp +5.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 33.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 32.1 3.8% 3 +0.0 pp -0.0 pp +3.8 pp +3.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 29.9 2.2% 3 +0.3 pp +0.5 pp +2.2 pp +2.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 29.2 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 28.8 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 28.6 4.3% 3 -0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 27.3 3.5% 3 +1.5 pp +1.2 pp +3.5 pp +3.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 25.3 3.0% 3 +0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 25.2 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 24.1 4.0% 3 +0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 22.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 18.7 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 17.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 17.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 15.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 15.7 4.1% 3 +3.0 pp +3.6 pp +4.1 pp +4.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 15.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 14.9 2.5% 3 +0.7 pp -0.0 pp +2.5 pp +2.5 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 14.7 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 13.1 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 12.1 2.6% 2 +2.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Rinkey Investments CIK 0001730774 0.601 128 11.9 3.0% 3 -0.1 pp -0.5 pp +3.0 pp +3.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 11.9 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 11.8 5.7% 3 +0.4 pp +2.3 pp +5.7 pp +5.7 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 11.8 2.4% 3 +0.4 pp +0.4 pp +2.4 pp +2.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 10.7 5.7% 3 -0.0 pp -0.1 pp +5.7 pp +5.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.7 0.1% 3 -0.0 pp -1.6 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 10.2 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 9.4 2.9% 3 -0.0 pp -0.3 pp +2.9 pp +2.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 9.4 1.9% 3 +0.4 pp +1.0 pp +1.9 pp +1.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 8.6 6.1% 3 +0.0 pp -0.1 pp +6.1 pp +6.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 8.2 3.8% 3 -0.0 pp -0.1 pp +3.8 pp +3.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 7.9 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 7.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 7.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 7.5 5.0% 3 -0.0 pp -1.1 pp +5.0 pp +5.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 6.8 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.2 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 5.9 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 5.7 5.0% 3 +1.4 pp +1.3 pp +5.0 pp +5.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 5.6 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.4 3.8% 3 -0.2 pp -0.7 pp +3.8 pp +3.8 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.3 2.4% 3 -0.5 pp -1.4 pp +2.4 pp +2.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.9 1.7% 3 -0.1 pp -1.0 pp +1.7 pp +1.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 4.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.8 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 4.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 4.6 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 4.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 4.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 4.2 3.7% 3 -0.1 pp -0.4 pp +3.7 pp +3.7 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 4.2 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.8 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.4 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 3.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.3 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.1 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.6 0.8% 3 -0.6 pp -0.7 pp +0.8 pp +0.8 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.6 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 2.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.2 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
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☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 +0.0 pp -0.1 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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