Signals

SPXL

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

Flow ranking

Rank#145
Score / z1.543 / 1.84
Consensus54.27 over 101 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
PPSC Investment Service Corp CIK 0001964389 0.941 8 687.9 43.4% 5 +6.5 pp +1.4 pp -0.0 pp +0.5 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 382.8 4.6% 5 +4.5 pp +0.4 pp +0.1 pp +0.2 pp
PayPay Securities Corp CIK 0001908623 0.257 302 91.8 2.2% 5 -1.8 pp -0.3 pp -7.7 pp -4.1 pp
Wealthstar Advisors, LLC CIK 0001602224 0.189 113 40.7 20.3% 5 +4.0 pp +0.0 pp -7.4 pp -11.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 32.9 0.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 19.3 0.4% 5 +0.3 pp +0.2 pp +0.2 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 13.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 10.1 4.0% 1 +4.0 pp +3.8 pp +3.5 pp -2.4 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 9.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 8.2 0.9% 1 +0.9 pp +0.9 pp +0.8 pp +0.9 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 7.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 6.8 0.3% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Westwood Wealth Management CIK 0001861125 0.586 43 4.7 1.4% 1 +1.4 pp +1.4 pp -0.8 pp -0.6 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 4.7 2.0% 5 +0.5 pp +0.3 pp +0.4 pp +0.4 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.9 0.3% 1 +0.3 pp -0.1 pp -0.2 pp -0.2 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.8 0.4% 1 +0.4 pp -0.1 pp -0.3 pp -0.4 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 3.8 1.5% 4 +0.1 pp +0.4 pp +0.3 pp +1.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 3.0 0.4% 1 +0.4 pp -0.1 pp -0.3 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.6 0.1% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 1.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 1.4 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPR Investments Inc. CIK 0001775053 0.174 55 1.2 0.9% 5 +0.7 pp +0.4 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 1.1 1.6% 4 +0.3 pp -0.3 pp -0.2 pp +1.6 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 1.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 1.0 0.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mittelman Wealth Management CIK 0002021464 0.532 53 0.8 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.8 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.8 0.7% 5 +0.2 pp +0.1 pp -0.2 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.7 0.7% 4 +0.2 pp +0.0 pp -0.0 pp +0.7 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.7 0.4% 1 +0.4 pp +0.4 pp -0.2 pp -1.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.6 0.3% 3 -0.0 pp +0.3 pp +0.3 pp -2.9 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.6 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Perspectives, Inc CIK 0001909565 0.875 49 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 1 +0.1 pp +0.1 pp -0.3 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 0.3 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 0.3 0.1% 1 +0.1 pp -0.1 pp -2.4 pp -2.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.0 0.0% 0 -2.6 pp -3.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.1 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
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -7.2 pp -9.1 pp -9.5 pp -11.1 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 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
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 0.652 60 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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 +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
October Effect Ltd CIK 0002078353 0.030 64 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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 SPXL). Qtrs Held counts distinct quarters this fund has actually held SPXL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPXL position size. Δ columns are the percentage-point change in SPXL'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