Signals

← Signals

☆PHO

459 in-universe funds with a nonzero position in PHO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19310
Score / z0.000 / -0.02
Consensus146.36 over 260 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 104.7 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 88.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 55.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 37.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 28.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 19.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 4 -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 13.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 12.5 3.3% 4 +0.2 pp +0.1 pp +0.1 pp +3.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Polianta Ltd CIK 0001695214 0.724 86 10.3 1.4% 1 +1.4 pp -5.2 pp +1.4 pp +1.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 6.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 6.5 3.1% 4 -0.2 pp -0.5 pp -0.8 pp +3.1 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 6.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 6.3 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 5.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 4.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 4.1 0.8% 4 +0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 3.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 3.9 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 2.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.2 0.9% 4 +0.0 pp +0.3 pp +0.0 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 2.1 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 1.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.7 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.7 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
☆Trust Co CIK 0001632554 0.769 908 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 1.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.1 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 1.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gouws Capital LLC CIK 0001908828 0.551 55 1.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.9 0.0% 4 +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 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 0.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.6 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 0.5 0.3% 4 +0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Stenham Asset Management Ltd CIK 0001840750 0.459 15 0.5 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 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 PHO). Qtrs Held counts distinct quarters this fund has actually held PHO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PHO position size. Δ columns are the percentage-point change in PHO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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