Signals

← Signals

☆PHYS

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

Flow ranking

Rank#22354
Score / z-0.097 / -0.15
Consensus220.38 over 414 funds
Momentumno 12m return

Price & positioning

227 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Compound Global Advisors, LLC CIK 0001962450 0.393 38 347.4 19.3% 2 +2.4 pp +19.3 pp +19.3 pp +19.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 314.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 200.1 4.0% 3 -1.7 pp -6.0 pp +4.0 pp +4.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 184.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 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 177.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 169.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 144.9 2.8% 3 -0.0 pp +0.3 pp +2.8 pp +2.8 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 142.6 13.2% 3 +0.5 pp +0.7 pp +13.2 pp +13.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 134.7 7.3% 3 -0.3 pp -0.4 pp +7.3 pp +7.3 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 114.2 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 84.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 76.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 75.3 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 73.0 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 68.0 10.2% 3 +0.5 pp +0.6 pp +10.2 pp +10.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 59.2 2.6% 3 +0.1 pp +0.6 pp +2.6 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 58.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 49.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 48.7 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.832 21 47.8 24.5% 3 -0.8 pp -1.6 pp +24.5 pp +24.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 36.7 15.7% 3 +1.3 pp +2.4 pp +15.7 pp +15.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 33.7 6.6% 3 +0.5 pp +0.7 pp +6.6 pp +6.6 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 33.1 20.1% 5 -2.2 pp -1.4 pp -1.7 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 31.7 1.6% 1 +1.6 pp +0.6 pp +1.6 pp +1.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 31.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 30.8 0.0% 3 +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 29.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 28.3 5.8% 3 +0.5 pp +0.8 pp +5.8 pp +5.8 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 28.2 6.5% 3 +0.0 pp +0.2 pp +6.5 pp +6.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 25.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 23.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 23.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 21.9 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 20.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 19.6 11.9% 3 +0.8 pp +0.9 pp +11.9 pp +11.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 18.8 0.4% 3 -1.3 pp -0.7 pp +0.4 pp +0.4 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 18.7 5.5% 3 +0.7 pp +1.1 pp +5.5 pp +5.5 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 18.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 17.9 1.8% 3 -0.1 pp -1.1 pp +1.8 pp +1.8 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 17.8 3.0% 3 -0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 17.1 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 16.2 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 15.4 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 14.9 11.3% 3 +1.1 pp +1.0 pp +11.3 pp +11.3 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 14.2 10.0% 3 +3.4 pp +6.4 pp +10.0 pp +10.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 13.7 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OBERNDORF WILLIAM E CIK 0001218663 0.359 8 13.6 17.2% 3 +8.3 pp +12.7 pp +17.2 pp +17.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.3 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 13.1 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 13.0 1.6% 3 +0.6 pp +0.5 pp +1.6 pp +1.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 12.2 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 12.0 8.9% 3 +0.3 pp +0.9 pp +8.9 pp +8.9 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 11.9 8.2% 3 +0.6 pp +1.2 pp +8.2 pp +8.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 11.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 11.3 2.0% 3 +0.0 pp +0.3 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 10.9 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 10.6 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 9.8 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 9.8 1.5% 3 +0.0 pp -0.4 pp +1.5 pp +1.5 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 9.6 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 8.9 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 8.7 12.1% 3 +1.7 pp +2.2 pp +12.1 pp +12.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 8.6 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 8.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 8.4 3.4% 3 +0.2 pp +0.5 pp +3.4 pp +3.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 8.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 8.3 2.9% 3 +0.4 pp +0.4 pp +2.9 pp +2.9 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 8.2 1.9% 3 +0.5 pp +0.7 pp +1.9 pp +1.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Quilter Plc CIK 0001770632 0.827 131 7.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 7.8 2.1% 3 +0.2 pp +0.7 pp +2.1 pp +2.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 7.6 5.7% 3 +0.4 pp +1.0 pp +5.7 pp +5.7 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 7.5 5.8% 4 +0.8 pp +0.9 pp -0.3 pp +5.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Latigo Investments, LLC CIK 0001914668 0.837 14 7.1 3.5% 3 +0.3 pp +0.7 pp +3.5 pp +3.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 6.9 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 6.8 4.5% 3 +0.3 pp +0.5 pp +4.5 pp +4.5 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 6.8 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 6.7 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 6.7 4.6% 3 +0.1 pp +0.4 pp +4.6 pp +4.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.7 0.3% 3 -0.4 pp +0.0 pp +0.3 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 6.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 6.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.3 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 5.1 1.7% 5 +0.1 pp +0.3 pp -0.1 pp -0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 5.0 4.9% 3 +1.0 pp +1.0 pp +4.9 pp +4.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 4.9 1.3% 3 +0.2 pp +0.1 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.7 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.7 3.4% 3 -0.3 pp +0.0 pp +3.4 pp +3.4 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 4.4 3.0% 3 -0.2 pp +0.1 pp +3.0 pp +3.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 4.3 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 4.0 2.8% 3 +0.5 pp +1.3 pp +2.8 pp +2.8 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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 PHYS). Qtrs Held counts distinct quarters this fund has actually held PHYS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PHYS position size. Δ columns are the percentage-point change in PHYS'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