Signals

← Signals

☆SPTS

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

Flow ranking

Rank#669
Score / z0.222 / 0.25
Consensus135.48 over 251 funds
Momentum-0.24 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest-50% / 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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 403.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 290.9 9.8% 5 -0.7 pp +5.1 pp +5.0 pp +4.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 268.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 202.8 7.3% 2 +5.0 pp +7.3 pp +7.3 pp +7.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 176.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 104.2 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 97.4 10.0% 5 +0.0 pp +1.1 pp +1.4 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 92.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.9 0.0% 5 -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 76.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 66.2 0.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 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 65.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 61.3 1.9% 5 -1.7 pp -1.5 pp -1.4 pp -1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 59.0 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 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 56.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 55.7 0.1% 6 -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 55.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 53.3 9.9% 5 -1.1 pp -0.4 pp +1.4 pp +3.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 48.7 4.0% 1 +4.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 48.6 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.4 0.1% 6 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 46.4 1.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 44.1 4.2% 5 -1.2 pp -1.0 pp -0.7 pp -0.6 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 41.7 5.5% 5 +0.3 pp +0.5 pp +1.0 pp +0.9 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 41.3 2.5% 5 -0.1 pp +0.4 pp +0.7 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 39.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 38.7 1.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 37.7 3.8% 5 -0.6 pp +0.0 pp +0.0 pp -0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 34.0 1.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 29.4 2.3% 5 -0.3 pp -0.0 pp -0.0 pp -0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 29.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 28.8 4.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 28.5 5.4% 4 +0.6 pp +2.7 pp +5.2 pp +5.4 pp
☆1888 Investments, LLC CIK 0001885092 0.061 5 28.4 50.4% 1 +50.4 pp +50.4 pp +50.4 pp +50.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 27.3 1.3% 5 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 25.9 3.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 25.1 2.8% 5 -0.4 pp -0.2 pp -0.2 pp -0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 21.9 5.5% 5 -0.1 pp +1.4 pp +4.4 pp +5.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 21.7 2.7% 5 +0.1 pp +1.3 pp +1.3 pp +1.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 20.7 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 20.2 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 20.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 19.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 19.2 1.9% 5 -1.7 pp -1.6 pp -0.2 pp -0.4 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 19.2 3.1% 4 -0.3 pp -0.3 pp -0.2 pp +3.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.9 0.2% 6 -0.8 pp -0.8 pp -0.8 pp -0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.7 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 16.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 16.6 1.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 16.3 2.7% 5 +0.0 pp +0.7 pp +1.2 pp +1.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 16.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 16.0 6.2% 5 +0.3 pp +0.5 pp +0.9 pp +2.8 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 15.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 15.3 2.2% 5 -0.2 pp -0.3 pp +0.4 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 14.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 14.7 12.7% 2 -0.6 pp +12.7 pp +12.7 pp +12.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.5 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 12.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 11.8 5.9% 2 -12.0 pp +5.9 pp +5.9 pp +5.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 11.6 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 10.6 6.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 10.5 5.1% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 10.1 2.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 9.0 1.5% 5 -1.0 pp -0.9 pp -0.5 pp -0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 8.1 1.9% 5 -1.1 pp -1.1 pp -1.3 pp -1.7 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 7.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 7.8 3.6% 5 -0.2 pp -1.4 pp -0.0 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 7.3 0.4% 4 -0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 7.1 5.1% 2 -0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 6.7 2.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.6 4.6% 5 -0.5 pp -0.4 pp -0.4 pp -1.5 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 6.6 1.1% 5 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.0 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 5.9 1.8% 5 +0.4 pp +0.7 pp +0.7 pp +0.8 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 5.8 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.7 3.1% 5 -0.8 pp -0.7 pp -1.0 pp -1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -1.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 5.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 5.0 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 4.8 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.8 1.5% 5 -0.7 pp -0.5 pp -0.6 pp -0.6 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.8 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 4.6 1.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 4.6 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 4.6 2.0% 5 -2.2 pp -1.8 pp -1.8 pp -1.9 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 4.5 0.9% 4 +0.0 pp +0.0 pp +0.4 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 4.3 1.4% 4 -0.1 pp -0.4 pp -0.4 pp +1.4 pp
☆One Day In July LLC CIK 0001823172 0.854 167 4.1 0.3% 5 +0.2 pp +0.1 pp -0.1 pp -0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 4.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.0 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 3.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 3.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.1 1.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.1 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.0 1.1% 5 -1.4 pp -1.3 pp -1.8 pp -2.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 2.9 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.8 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 2.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Teucrium Investment Advisors, LLC CIK 0002055352 0.011 47 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp -4.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 0.0 0.0% 0 -11.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp -3.4 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.7 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp -0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 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 -0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp -1.5 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -0.6 pp -0.2 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
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -6.1 pp -5.9 pp -5.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.5 pp -1.5 pp -1.4 pp -1.5 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status