Signals

← Signals

☆PHYL

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

Flow ranking

Rank#20888
Score / z0.000 / -0.02
Consensus52.13 over 95 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 688.9 0.8% 5 -0.1 pp +0.2 pp +0.6 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 75.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.0 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 29.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 19.5 0.4% 5 +0.0 pp +0.1 pp +0.2 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 18.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.6 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 12.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 8.8 0.6% 5 -0.1 pp -0.5 pp -0.5 pp -0.4 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 7.9 0.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 5 -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 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.3 1.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 5.6 0.8% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 5.4 1.0% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 5.3 3.2% 5 +0.1 pp -0.1 pp -0.7 pp -1.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 5.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 5.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 4.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 4.5 0.5% 3 -0.0 pp -0.4 pp +0.5 pp -0.7 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 4.3 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keenan, LLC CIK 0002111703 0.676 45 3.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.8 0.3% 5 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.6 1.1% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 2.3 0.7% 5 -0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 2.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 2.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 1.8 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 1.7 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrustBank CIK 0002107256 0.632 175 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.5 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.4 0.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.3 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 1.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 1.1 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 1.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 1.0 0.6% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.9 0.2% 2 -1.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.8 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.4 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.3 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Walleye Partners, LLC CIK 0002068376 0.441 59 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 1 +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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 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 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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 PHYL). Qtrs Held counts distinct quarters this fund has actually held PHYL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PHYL position size. Δ columns are the percentage-point change in PHYL'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