Signals

SPYV

1183 in-universe funds with a nonzero position in SPYV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#37
Score / z4.399 / 6.24
Consensus385.02 over 745 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
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,647.6 8.8% 3 +0.2 pp +0.3 pp +8.8 pp +8.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,846.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 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 1,121.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,118.9 4.6% 3 -0.1 pp +0.4 pp +4.6 pp +4.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,016.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 496.5 6.1% 3 +0.0 pp +0.1 pp +6.1 pp +6.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 471.7 0.1% 3 -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 435.5 0.0% 4 +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 386.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 368.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 341.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 341.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 329.4 20.3% 3 +2.4 pp +4.7 pp +20.3 pp +20.3 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 320.5 8.7% 3 +0.1 pp +0.2 pp +8.7 pp +8.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 293.4 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 268.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 253.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 250.9 4.2% 5 -0.2 pp -2.0 pp -3.4 pp -3.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 235.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 225.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 219.9 2.8% 3 +0.1 pp -1.2 pp +2.8 pp +2.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 214.4 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 207.6 9.0% 3 +0.5 pp +1.4 pp +9.0 pp +9.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 205.7 2.0% 3 -1.5 pp -1.7 pp +2.0 pp +2.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 202.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 202.7 5.4% 3 -1.5 pp -1.4 pp +5.4 pp +5.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 198.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 177.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 160.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 144.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 136.9 4.8% 3 +0.4 pp +0.5 pp +4.8 pp +4.8 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 135.7 9.2% 3 +0.1 pp +0.3 pp +9.2 pp +9.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 131.8 9.7% 3 +1.2 pp +2.8 pp +9.7 pp +9.7 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 130.1 12.4% 3 +0.7 pp +0.1 pp +12.4 pp +12.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 119.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 119.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 117.7 6.5% 3 +0.1 pp +0.1 pp +6.5 pp +6.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 116.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 111.8 3.7% 3 +0.0 pp -0.4 pp +3.7 pp +3.7 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 102.2 4.8% 3 +1.5 pp +1.7 pp +4.8 pp +4.8 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 100.3 7.7% 3 +0.1 pp -0.5 pp +7.7 pp +7.7 pp
KWB Wealth CIK 0001822236 0.452 169 99.5 9.4% 3 +0.0 pp +0.3 pp +9.4 pp +9.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 94.4 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 93.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 89.8 3.8% 3 +0.1 pp +0.1 pp +3.8 pp +3.8 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 86.7 3.8% 3 -0.1 pp +0.5 pp +3.8 pp +3.8 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 86.6 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 86.5 6.4% 3 -0.5 pp -0.6 pp +6.4 pp +6.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 83.0 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 81.5 18.5% 3 +5.1 pp +5.2 pp +18.5 pp +18.5 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 78.4 4.6% 3 -0.3 pp +0.7 pp +4.6 pp +4.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 71.9 3.4% 4 +0.6 pp +0.6 pp -0.6 pp +3.4 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 71.6 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 70.3 4.7% 3 -9.0 pp -9.2 pp +4.7 pp +4.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 69.3 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 67.9 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 63.6 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 61.6 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 58.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 58.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 57.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 54.7 12.9% 3 +0.0 pp -0.2 pp +12.9 pp +12.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 50.2 4.0% 3 -0.0 pp +0.1 pp +4.0 pp +4.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 48.8 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 48.6 3.1% 3 -0.0 pp +0.1 pp +3.1 pp +3.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 48.4 3.8% 3 +0.2 pp -0.3 pp +3.8 pp +3.8 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 47.1 21.1% 4 +7.3 pp +7.2 pp +9.3 pp +21.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 46.0 6.4% 3 +0.1 pp +0.1 pp +6.4 pp +6.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 44.5 4.4% 3 -0.0 pp +0.0 pp +4.4 pp +4.4 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 43.8 16.0% 3 -1.8 pp -1.6 pp +16.0 pp +16.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 41.8 5.4% 3 +0.1 pp -4.0 pp +5.4 pp +5.4 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 41.6 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
VICUS CAPITAL CIK 0001544806 0.660 268 41.6 3.1% 3 +0.1 pp +0.3 pp +3.1 pp +3.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 41.2 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 40.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 40.4 1.2% 3 -0.6 pp -0.5 pp +1.2 pp +1.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 40.2 5.9% 3 +0.2 pp +0.9 pp +5.9 pp +5.9 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 40.2 6.4% 3 -3.0 pp -3.6 pp +6.4 pp +6.4 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 39.5 3.1% 4 +0.1 pp +0.2 pp +0.3 pp +3.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 39.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 39.4 3.7% 3 +0.8 pp +0.8 pp +3.7 pp +3.7 pp
Creative Planning CIK 0001540235 0.979 4196 39.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 39.3 3.0% 3 +0.2 pp +0.2 pp +3.0 pp +3.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 39.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 39.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
ERn Financial, LLC CIK 0001768302 0.529 161 38.4 7.2% 3 +0.2 pp +0.8 pp +7.2 pp +7.2 pp
TSFG, LLC CIK 0001800513 0.413 891 38.0 5.7% 3 +0.6 pp +0.7 pp +5.7 pp +5.7 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 37.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 37.0 6.2% 3 +0.9 pp -5.3 pp +6.2 pp +6.2 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 36.7 5.8% 3 -0.5 pp -0.9 pp +5.8 pp +5.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 35.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 35.0 16.6% 5 +0.1 pp +0.2 pp +1.4 pp +1.2 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 34.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 34.1 2.0% 3 +0.1 pp +0.4 pp +2.0 pp +2.0 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 33.8 11.3% 3 +0.2 pp -0.9 pp +11.3 pp +11.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 33.4 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 33.4 3.5% 3 +0.0 pp +0.0 pp +3.5 pp +3.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 32.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 32.4 7.2% 3 +5.0 pp +5.1 pp +7.2 pp +7.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 32.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 32.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 31.7 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 30.8 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 30.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 30.4 12.0% 3 -0.7 pp -0.7 pp +12.0 pp +12.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 29.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 29.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 29.2 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 29.0 3.2% 3 -0.0 pp -0.1 pp +3.2 pp +3.2 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 28.4 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 28.2 5.1% 3 +0.3 pp +0.4 pp +5.1 pp +5.1 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 28.2 8.9% 3 +0.2 pp +0.4 pp +8.9 pp +8.9 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 27.9 3.4% 3 -0.8 pp -0.3 pp +3.4 pp +3.4 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 27.9 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 27.8 12.5% 3 +1.7 pp +2.0 pp +12.5 pp +12.5 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 27.7 1.0% 3 -0.4 pp -0.7 pp +1.0 pp +1.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 26.7 1.3% 1 +1.3 pp +0.1 pp +1.3 pp +1.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 26.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 26.5 4.3% 3 -0.2 pp -0.9 pp +4.3 pp +4.3 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 26.3 15.2% 3 -0.0 pp -0.2 pp +15.2 pp +15.2 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 25.9 9.5% 3 +0.2 pp -3.0 pp +9.5 pp +9.5 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.7 0.5% 4 -0.4 pp -0.6 pp -1.7 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 25.2 10.6% 3 +0.3 pp +0.9 pp +10.6 pp +10.6 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 25.1 1.2% 4 -0.1 pp -0.2 pp -0.7 pp +1.2 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 25.1 13.0% 3 -0.7 pp -1.5 pp +13.0 pp +13.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 24.7 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 24.5 2.7% 5 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 24.4 6.4% 3 -1.5 pp -1.8 pp +6.4 pp +6.4 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 24.3 5.1% 3 +4.0 pp +4.7 pp +5.1 pp +5.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 23.7 4.8% 3 -1.7 pp -1.0 pp +4.8 pp +4.8 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 23.3 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 23.2 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 23.1 11.5% 3 +0.1 pp +0.9 pp +11.5 pp +11.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 22.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 22.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 22.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 21.8 7.2% 3 -0.0 pp +0.1 pp +7.2 pp +7.2 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 21.7 3.4% 1 +3.4 pp +0.4 pp +3.4 pp +3.4 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 21.5 7.2% 3 +0.4 pp +0.4 pp +7.2 pp +7.2 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 21.4 1.8% 3 +0.3 pp +0.2 pp +1.8 pp +1.8 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 21.1 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 21.0 10.8% 3 +0.0 pp +0.3 pp +10.8 pp +10.8 pp
BCS Wealth Management CIK 0001798172 0.420 270 20.6 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 20.3 8.8% 3 +0.1 pp +0.3 pp +8.8 pp +8.8 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 20.1 9.1% 3 +0.0 pp +0.1 pp +9.1 pp +9.1 pp
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Navalign, LLC CIK 0001820593 0.504 132 19.2 4.7% 3 -0.3 pp -0.2 pp +4.7 pp +4.7 pp
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CX Institutional CIK 0001737089 0.437 1568 18.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
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Collier Financial CIK 0001902901 0.619 141 17.4 13.1% 2 +4.2 pp +13.1 pp +13.1 pp +13.1 pp
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SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.1 pp -0.1 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
Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -8.0 pp -7.3 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -2.8 pp -2.8 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 SPYV). Qtrs Held counts distinct quarters this fund has actually held SPYV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYV position size. Δ columns are the percentage-point change in SPYV'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