Signals

← Signals

☆SPY

246 in-universe funds with a nonzero position in SPY within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#22
Score / z0.734 / 4.94
Consensus79.58 over 161 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆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 19,181.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 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 17,812.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,616.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,792.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 974.7 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 714.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 625.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 471.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 402.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 368.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 339.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 181.9 6.1% 2 -0.5 pp +6.1 pp +6.1 pp +6.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 113.6 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 111.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 106.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 104.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 85.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 85.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 72.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 65.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 61.0 14.3% 2 -0.0 pp +14.3 pp +14.3 pp +14.3 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 60.1 28.4% 1 +28.4 pp +28.4 pp +28.4 pp +28.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 59.7 25.3% 1 +25.3 pp +25.3 pp +25.3 pp +25.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 54.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 51.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 44.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 43.4 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 37.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 36.4 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 34.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 33.7 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 30.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 29.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 27.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 27.0 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 25.8 12.0% 2 -4.9 pp +12.0 pp +12.0 pp +12.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 25.0 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 24.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 23.8 7.5% 2 +2.8 pp +7.5 pp +7.5 pp +7.5 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 23.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 22.9 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 22.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 18.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 17.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 15.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 15.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ANB BANK CIK 0002067126 0.446 127 15.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 14.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 13.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 13.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 12.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 10.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 10.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 9.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 9.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 9.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 9.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 9.0 9.8% 2 +0.1 pp +9.8 pp +9.8 pp +9.8 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 8.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.2 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 7.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 7.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 6.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 6.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 6.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.7 2.6% 2 +1.5 pp +2.6 pp +2.6 pp +2.6 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 5.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 5.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 5.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 5.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 4.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 4.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 4.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.2 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 4.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 3.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 3.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.3 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 2.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 2.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 2.3 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 2.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 1.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 1.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.2 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SL ADVISORS, LLC CIK 0001680365 0.505 32 1.2 2.1% 2 -7.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.9 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 0.0% 0 -0.1 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 SPY). Qtrs Held counts distinct quarters this fund has actually held SPY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPY position size. Δ columns are the percentage-point change in SPY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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