Signals

← Signals

☆SPHQ

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

Flow ranking

Rank#24045
Score / z-0.157 / -0.24
Consensus245.97 over 466 funds
Momentumno 12m return

Price & positioning

251 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

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 961.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 643.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 616.7 9.7% 2 +0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 564.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 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 450.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 374.6 0.0% 2 -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 353.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 345.2 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 327.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 284.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 212.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 199.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 186.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 185.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 166.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 133.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 121.0 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 116.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 107.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 106.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 96.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 87.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 85.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 84.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 56.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 54.1 10.2% 2 +0.5 pp +10.2 pp +10.2 pp +10.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 52.6 5.1% 2 +4.8 pp +5.1 pp +5.1 pp +5.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 52.1 4.3% 2 +1.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 46.1 10.3% 2 -0.2 pp +10.3 pp +10.3 pp +10.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 45.6 9.5% 2 -0.4 pp +9.5 pp +9.5 pp +9.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 45.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 44.8 15.5% 2 -0.1 pp +15.5 pp +15.5 pp +15.5 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 41.1 14.3% 2 +0.2 pp +14.3 pp +14.3 pp +14.3 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 40.6 12.9% 2 +0.4 pp +12.9 pp +12.9 pp +12.9 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 40.1 5.6% 2 -3.0 pp +5.6 pp +5.6 pp +5.6 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 38.7 12.5% 2 -0.1 pp +12.5 pp +12.5 pp +12.5 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 38.7 9.6% 2 -0.3 pp +9.6 pp +9.6 pp +9.6 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 34.9 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 31.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30.7 0.0% 2 +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 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 29.9 18.7% 2 -0.2 pp +18.7 pp +18.7 pp +18.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 28.3 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 27.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 25.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 20.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 19.9 9.9% 2 -1.1 pp +9.9 pp +9.9 pp +9.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 19.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 19.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 18.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 18.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 18.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.7 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 17.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 17.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 16.2 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 16.1 4.7% 2 -1.1 pp +4.7 pp +4.7 pp +4.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 16.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 15.9 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 15.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 14.6 0.7% 2 -0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 14.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 14.5 12.2% 2 +2.7 pp +12.2 pp +12.2 pp +12.2 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 14.1 10.8% 2 -0.3 pp +10.8 pp +10.8 pp +10.8 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 13.6 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 13.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 12.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.7 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 11.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 11.5 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 11.4 1.8% 2 -0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 11.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 11.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 10.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 10.7 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 10.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 10.4 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 9.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 9.0 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 9.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 8.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 8.4 3.0% 2 +2.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 8.3 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 8.0 3.9% 3 -0.2 pp +0.0 pp +3.9 pp +3.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 7.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 7.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.8 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 7.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.770 49 7.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 7.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 7.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 7.0 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 6.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 6.3 3.2% 2 -1.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.1 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 6.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 5.7 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.7 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 5.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Weaver Consulting Group CIK 0001780055 0.312 297 4.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.0 0.0% 0 -11.7 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 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
☆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
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -6.6 pp -6.0 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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.2 pp +0.0 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
☆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
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 -9.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -15.4 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 -0.1 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 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
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 SPHQ). Qtrs Held counts distinct quarters this fund has actually held SPHQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPHQ position size. Δ columns are the percentage-point change in SPHQ'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