Signals

← Signals

☆SPYD

481 in-universe funds with a nonzero position in SPYD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#953
Score / z0.073 / 0.11
Consensus166.75 over 317 funds
Momentumno 12m return

Price & positioning

225 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 ▾
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 466.1 13.4% 2 +0.0 pp +13.4 pp +13.4 pp +13.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 197.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 177.8 0.0% 2 +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 139.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 89.3 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 68.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 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 65.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 52.6 0.0% 1 +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 39.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 39.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.3 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 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.7 0.0% 2 -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 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 21.3 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 17.1 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 14.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 12.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 10.7 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 9.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 9.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 8.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 8.5 3.9% 3 -0.2 pp -0.6 pp +3.9 pp +3.9 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 8.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆COWA, LLC CIK 0001844480 0.512 181 8.5 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 7.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 6.4 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 5.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 5.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 4.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 3.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 3.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 2.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.5 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 2.5 1.9% 3 -0.1 pp -0.9 pp +1.9 pp +1.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 2.1 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 1.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 1.5 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SPYD). Qtrs Held counts distinct quarters this fund has actually held SPYD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYD position size. Δ columns are the percentage-point change in SPYD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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