Signals

← Signals

☆SPHB

128 in-universe funds with a nonzero position in SPHB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22060
Score / z0.000 / -0.00
Consensus42.75 over 80 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)
–
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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 99.1 0.0% 2 +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 44.1 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 23.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 14.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.2 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 9.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆EHP Funds Inc. CIK 0001927881 0.000 25 2.1 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 -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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +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
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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 +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 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 SPHB). Qtrs Held counts distinct quarters this fund has actually held SPHB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPHB position size. Δ columns are the percentage-point change in SPHB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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