Signals

← Signals

☆SPYX

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

Flow ranking

Rank#62
Score / z3.025 / 3.63
Consensus116.88 over 185 funds
Momentum-0.12 ≠

Price & positioning

248 cached closes, trailing year
Drawdown-1%
Short interest-27% / 1.2d

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 ▾
☆Windmill Hill Asset Management Ltd CIK 0001831132 0.889 21 331.5 74.0% 5 +7.3 pp -9.5 pp -11.3 pp -9.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 139.2 2.4% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 79.2 0.0% 5 +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 66.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 28.5 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 27.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 27.8 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 27.6 1.9% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 18.2 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 17.8 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 10.8 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 10.6 1.1% 5 -0.0 pp -0.4 pp -0.2 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 8.7 1.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 6.2 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 5.4 1.3% 4 +0.3 pp +0.5 pp -2.6 pp +1.3 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 5.2 1.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 4.2 1.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.7 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 2.5 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 2.4 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 5 +0.0 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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 1.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 1.8 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 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 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 1.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 1.2 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 1.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 0.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.7 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.5 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 SPYX). Qtrs Held counts distinct quarters this fund has actually held SPYX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYX position size. Δ columns are the percentage-point change in SPYX'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