Signals

SPYG

1348 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22675
Score / z-0.348 / -0.51
Consensus384.96 over 742 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-4% / 3.7d

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
LPL Financial LLC CIK 0001403438 0.957 5996 4,291.2 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,844.6 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 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 1,730.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,321.5 5.4% 3 +0.2 pp +0.2 pp +5.4 pp +5.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,255.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,193.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,099.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 615.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 575.0 7.3% 3 -0.0 pp -1.2 pp +7.3 pp +7.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 523.9 3.6% 3 -0.4 pp -0.6 pp +3.6 pp +3.6 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 497.3 6.1% 3 -0.1 pp +0.0 pp +6.1 pp +6.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 489.3 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 473.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 430.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 428.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 409.3 4.0% 3 -1.1 pp -1.0 pp +4.0 pp +4.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 393.8 8.7% 3 -0.4 pp -0.3 pp +8.7 pp +8.7 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 393.5 10.5% 3 +0.4 pp +0.3 pp +10.5 pp +10.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 384.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 373.3 10.2% 3 -0.2 pp +0.1 pp +10.2 pp +10.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 330.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 314.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 314.0 1.8% 3 -0.2 pp -0.1 pp +1.8 pp +1.8 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 286.8 17.7% 3 +1.1 pp +1.9 pp +17.7 pp +17.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 284.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 279.1 6.8% 3 +0.2 pp +1.3 pp +6.8 pp +6.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 265.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 258.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 253.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 232.3 1.1% 3 +0.0 pp -0.2 pp +1.1 pp +1.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 223.6 3.8% 5 -0.3 pp -1.6 pp -1.7 pp -1.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 207.2 9.0% 3 +0.3 pp +1.2 pp +9.0 pp +9.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 196.9 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
FMR LLC CIK 0000315066 0.989 5571 196.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 184.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 184.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 173.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 162.4 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 160.8 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 160.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 157.2 14.4% 3 +1.6 pp +1.8 pp +14.4 pp +14.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 156.5 5.5% 3 -0.3 pp -0.3 pp +5.5 pp +5.5 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 155.9 16.6% 3 +0.3 pp -0.6 pp +16.6 pp +16.6 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 144.8 10.6% 3 +0.7 pp +3.0 pp +10.6 pp +10.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 143.3 1.6% 3 +0.7 pp +0.8 pp +1.6 pp +1.6 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 133.9 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 129.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 128.3 6.0% 3 +2.2 pp +2.4 pp +6.0 pp +6.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 125.1 4.2% 3 -0.0 pp -0.1 pp +4.2 pp +4.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 118.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 117.8 11.3% 3 +0.4 pp +0.1 pp +11.3 pp +11.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 106.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 106.1 0.9% 3 -0.0 pp -0.4 pp +0.9 pp +0.9 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 105.0 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
KWB Wealth CIK 0001822236 0.452 169 104.8 9.9% 3 -0.9 pp -0.9 pp +9.9 pp +9.9 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 103.5 6.1% 3 -0.1 pp +0.9 pp +6.1 pp +6.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 99.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 93.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 93.7 15.6% 3 +0.7 pp +2.7 pp +15.6 pp +15.6 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 92.8 7.1% 3 -1.3 pp +2.0 pp +7.1 pp +7.1 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 91.0 20.6% 3 -1.2 pp -0.4 pp +20.6 pp +20.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 90.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 87.4 12.2% 3 -0.3 pp -0.2 pp +12.2 pp +12.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 84.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 81.5 16.4% 3 +0.9 pp +1.5 pp +16.4 pp +16.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 79.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 77.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 77.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 76.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 71.9 1.0% 3 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 71.3 21.8% 3 -0.9 pp -0.7 pp +21.8 pp +21.8 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 71.1 3.4% 3 -0.2 pp -0.3 pp +3.4 pp +3.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 67.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 66.1 10.4% 3 -0.5 pp -0.2 pp +10.4 pp +10.4 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 63.5 1.2% 3 -0.2 pp -0.7 pp +1.2 pp +1.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 63.4 4.3% 3 -8.3 pp -8.4 pp +4.3 pp +4.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 62.3 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 61.8 5.5% 3 +0.2 pp +0.5 pp +5.5 pp +5.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 59.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 57.9 8.4% 3 -0.0 pp +1.5 pp +8.4 pp +8.4 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 57.5 7.5% 3 +0.1 pp +0.4 pp +7.5 pp +7.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 57.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 55.0 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 54.7 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 53.7 24.0% 4 -2.6 pp -1.9 pp +1.2 pp +24.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 53.3 4.2% 3 -0.2 pp -0.7 pp +4.2 pp +4.2 pp
CGN Advisors LLC CIK 0001841506 0.595 322 52.2 4.1% 3 -0.1 pp -0.1 pp +4.1 pp +4.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 50.3 0.4% 5 -0.0 pp +0.1 pp +0.3 pp -0.9 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 49.9 5.1% 3 -0.1 pp -0.1 pp +5.1 pp +5.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 47.3 1.8% 3 +1.0 pp -0.6 pp +1.8 pp +1.8 pp
TRUEFG, LLC CIK 0001766067 0.882 75 47.3 12.7% 3 -0.3 pp -0.7 pp +12.7 pp +12.7 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 46.4 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 45.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 42.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 42.7 8.1% 3 +0.0 pp +0.2 pp +8.1 pp +8.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 42.4 5.9% 3 -0.1 pp -0.2 pp +5.9 pp +5.9 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 42.1 3.0% 3 -0.1 pp +0.1 pp +3.0 pp +3.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 40.8 3.8% 3 +0.1 pp -0.1 pp +3.8 pp +3.8 pp
ERn Financial, LLC CIK 0001768302 0.529 161 40.6 7.6% 3 -0.6 pp -0.3 pp +7.6 pp +7.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 40.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 40.2 1.9% 4 -0.2 pp -0.2 pp +0.1 pp +1.9 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 40.0 20.6% 3 -0.4 pp +0.1 pp +20.6 pp +20.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 39.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 39.6 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 38.4 20.6% 3 -0.3 pp +0.0 pp +20.6 pp +20.6 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 37.7 8.4% 3 +5.9 pp +6.1 pp +8.4 pp +8.4 pp
Keystone Financial Group CIK 0001729299 0.524 567 37.3 2.8% 3 -0.2 pp -0.2 pp +2.8 pp +2.8 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 37.3 8.8% 3 -1.1 pp -1.2 pp +8.8 pp +8.8 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 37.0 7.5% 3 +0.1 pp -0.0 pp +7.5 pp +7.5 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 36.4 5.9% 3 -0.1 pp -0.6 pp +5.9 pp +5.9 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 36.3 5.7% 3 -0.9 pp -1.3 pp +5.7 pp +5.7 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 35.8 4.0% 4 +0.2 pp +0.9 pp +2.5 pp +4.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 35.6 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 35.6 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
Dakota Wealth Management CIK 0001631353 0.544 771 35.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 35.2 16.6% 5 -0.3 pp -0.7 pp +1.3 pp -0.8 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 35.1 11.0% 3 -0.0 pp -1.3 pp +11.0 pp +11.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 34.9 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 34.8 15.7% 3 +0.3 pp -4.3 pp +15.7 pp +15.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 34.7 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 34.7 11.6% 3 -0.5 pp -1.6 pp +11.6 pp +11.6 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 33.8 7.1% 3 +6.7 pp +6.6 pp +7.1 pp +7.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 33.7 2.1% 5 -0.3 pp -0.4 pp -0.2 pp -0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 33.3 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 33.1 6.6% 3 +0.2 pp +0.2 pp +6.6 pp +6.6 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 33.0 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 32.9 6.4% 3 +0.1 pp +0.1 pp +6.4 pp +6.4 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 32.4 12.0% 4 -0.3 pp -0.1 pp +0.9 pp +12.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 31.8 4.0% 3 +0.9 pp +1.2 pp +4.0 pp +4.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 31.6 1.9% 3 +0.5 pp -0.1 pp +1.9 pp +1.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 30.1 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 30.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 29.5 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
CX Institutional CIK 0001737089 0.437 1568 29.4 0.9% 3 +0.0 pp -0.3 pp +0.9 pp +0.9 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 28.9 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 28.6 2.3% 3 -0.1 pp +0.2 pp +2.3 pp +2.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 28.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 27.2 2.9% 3 +0.2 pp +0.1 pp +2.9 pp +2.9 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 26.9 2.1% 3 +0.3 pp +0.1 pp +2.1 pp +2.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 26.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 26.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 26.8 9.8% 3 -0.4 pp -0.9 pp +9.8 pp +9.8 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 26.8 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 26.6 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 26.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 25.7 2.2% 3 -0.1 pp +0.0 pp +2.2 pp +2.2 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 25.3 14.7% 2 -2.6 pp +14.7 pp +14.7 pp +14.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 25.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 25.1 3.2% 3 +1.7 pp +2.8 pp +3.2 pp +3.2 pp
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Choice Wealth Advisors LLC CIK 0001842357 0.702 35 24.5 9.7% 3 -0.9 pp -0.9 pp +9.7 pp +9.7 pp
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TLWM CIK 0001732537 0.888 73 24.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 23.9 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
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BCS Wealth Management CIK 0001798172 0.420 270 23.5 2.4% 3 -0.2 pp +0.2 pp +2.4 pp +2.4 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.4 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
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MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Colonial River Investments, LLC CIK 0001845859 0.069 249 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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RBA Wealth Management, LLC CIK 0001776296 0.150 80 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp -0.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.4 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
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DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -10.6 pp -11.1 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -4.2 pp -4.3 pp -3.8 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 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
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -5.0 pp -5.2 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 SPYG). Qtrs Held counts distinct quarters this fund has actually held SPYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYG position size. Δ columns are the percentage-point change in SPYG'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