Signals

← Signals

☆SPHQ

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

Flow ranking

Rank#354
Score / z0.661 / 0.58
Consensus261.42 over 498 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest+38% / 1.0d ⚡

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 914.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 663.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 591.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 552.7 8.1% 4 -2.0 pp -1.6 pp -1.5 pp +8.1 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 426.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 415.8 0.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 373.6 0.1% 4 +0.0 pp +0.0 pp +0.0 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 367.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 352.5 13.8% 3 +13.6 pp +13.7 pp +13.8 pp +13.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 315.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 249.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 187.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 182.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 164.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 150.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 147.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 126.8 8.7% 4 +0.3 pp +0.3 pp -0.0 pp +8.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 107.7 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 107.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 101.5 2.4% 5 +0.7 pp +2.0 pp +1.9 pp +1.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 96.4 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 92.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 79.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 73.9 26.7% 1 +26.7 pp +26.7 pp +26.7 pp +26.7 pp
☆Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 71.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 61.9 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 58.3 3.3% 4 +0.0 pp +0.0 pp -0.0 pp +3.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 56.1 5.3% 4 +0.0 pp +0.3 pp +5.0 pp +5.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 54.1 11.4% 4 +0.4 pp +1.2 pp +1.6 pp +11.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 52.3 4.2% 4 -0.0 pp -0.1 pp +1.1 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 47.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 46.9 15.4% 4 -0.6 pp -0.1 pp -0.2 pp +15.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 44.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 41.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 40.3 5.9% 4 -0.0 pp +0.2 pp -2.8 pp +5.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 39.7 9.6% 4 +0.0 pp -0.0 pp -0.3 pp +9.6 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 39.2 7.5% 4 -1.9 pp -1.9 pp -2.4 pp +7.5 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 36.7 16.1% 2 +0.4 pp +16.1 pp +0.7 pp +16.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 34.2 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 33.5 1.6% 4 +0.0 pp +0.2 pp +0.5 pp +1.6 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 33.0 11.5% 4 -0.1 pp -1.1 pp -1.1 pp +11.5 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 32.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 31.1 4.5% 4 -0.0 pp -0.3 pp -0.8 pp +4.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 30.6 0.1% 4 -0.0 pp -0.9 pp -1.0 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 30.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 28.3 20.7% 4 +1.7 pp +2.0 pp +1.8 pp +20.7 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 28.2 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 26.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 24.6 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 24.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 22.0 3.5% 4 +0.5 pp +0.6 pp +0.5 pp +3.5 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 21.6 1.4% 4 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 21.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 20.4 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 20.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 18.8 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 18.5 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 18.4 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 18.1 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 17.4 8.2% 4 -1.6 pp -1.7 pp -2.7 pp +8.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 17.0 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 17.0 7.0% 4 +0.3 pp -0.1 pp -0.4 pp +7.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 16.9 0.3% 5 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 16.5 1.4% 4 -0.1 pp -0.1 pp +0.1 pp +1.4 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 16.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 16.4 6.4% 4 -0.3 pp -0.4 pp -0.8 pp +6.4 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 16.1 13.2% 4 +0.5 pp +1.0 pp +3.8 pp +13.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 15.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 15.7 5.3% 4 +2.7 pp +2.4 pp +1.9 pp +5.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.7 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 15.6 1.7% 4 +1.2 pp +1.3 pp +1.3 pp +1.7 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 15.5 2.8% 4 -7.5 pp -7.5 pp -7.7 pp +2.8 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 15.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 14.6 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 14.0 2.4% 4 +0.0 pp -0.0 pp +0.0 pp +2.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 12.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 12.2 9.1% 4 -1.2 pp -1.7 pp -2.0 pp +9.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 12.2 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 12.2 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 11.8 3.0% 4 -1.9 pp -1.7 pp -2.8 pp +3.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 11.7 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 11.6 0.5% 4 +0.0 pp -0.1 pp -0.6 pp +0.5 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 11.4 0.8% 4 +0.2 pp +0.2 pp +0.1 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 11.1 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 10.9 5.2% 4 +0.1 pp -0.1 pp -0.4 pp +5.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 10.9 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 10.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 10.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 10.6 2.1% 4 +0.0 pp +0.1 pp -0.4 pp +2.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 10.5 4.2% 4 -0.2 pp -0.2 pp -0.4 pp +4.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 10.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 9.7 0.4% 4 +0.0 pp +0.1 pp -0.2 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 9.7 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 9.5 1.6% 4 -0.2 pp +0.1 pp -0.1 pp +1.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.5 0.3% 4 -0.1 pp -0.5 pp -0.7 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 9.4 5.1% 4 +0.4 pp -0.1 pp -0.3 pp +5.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 9.2 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 9.2 3.4% 4 +0.0 pp +0.0 pp -0.2 pp +3.4 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 9.1 2.8% 4 -0.1 pp -0.2 pp +2.7 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 8.4 3.5% 2 +1.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 8.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 8.1 3.6% 4 +2.0 pp +2.4 pp +2.6 pp +3.6 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 7.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.9 2.6% 3 +0.0 pp -0.9 pp +2.6 pp +2.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 7.7 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.6 0.5% 4 -0.0 pp +0.1 pp -0.0 pp +0.5 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 7.6 1.7% 4 -0.2 pp -0.3 pp -0.5 pp +1.7 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.6 0.9% 4 -1.2 pp -1.1 pp -1.3 pp +0.9 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 7.5 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 7.5 3.3% 4 +0.1 pp +1.9 pp +1.9 pp +3.3 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 7.5 2.2% 4 +0.0 pp -0.0 pp -0.1 pp +2.2 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 7.1 4.1% 4 -0.0 pp -0.6 pp -0.8 pp +4.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.9 1.1% 4 +0.0 pp -0.8 pp -1.5 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 6.9 1.4% 4 +0.5 pp +0.8 pp +1.2 pp +1.4 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.8 2.7% 4 +0.1 pp -0.7 pp -0.6 pp +2.7 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 6.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.7 1.0% 4 -0.0 pp -0.2 pp -0.3 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.6 0.2% 4 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Financial Management, Inc. CIK 2143070 0.568 46 6.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
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☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 6.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.1 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Weaver Consulting Group CIK 0001780055 0.312 297 5.5 1.3% 4 +0.0 pp +0.1 pp +0.2 pp +1.3 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 5.0 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 5.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 5.0 0.5% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.9 2.1% 3 -0.6 pp +1.9 pp +2.1 pp +2.1 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 4.8 1.7% 4 +0.3 pp -0.5 pp -0.5 pp +1.7 pp
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☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆United Community Bank CIK 0002000314 0.267 534 4.7 1.6% 3 +0.3 pp +0.8 pp +1.6 pp +1.6 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.6 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 4.0 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
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☆Indivisible Partners CIK 0002098400 0.368 637 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 3.9 0.4% 4 -0.2 pp -0.0 pp -0.4 pp +0.4 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 3.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.6 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
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☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
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☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Park Place Capital Corp CIK 0001965810 0.369 1092 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 +0.0 pp +0.0 pp -11.7 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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 +0.0 pp +0.0 pp -0.2 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -1.0 pp -1.1 pp -1.2 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
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 +0.0 pp +0.0 pp -1.5 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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
☆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
☆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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 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
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -12.9 pp -12.5 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.4 pp -0.5 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 -0.2 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -14.3 pp -14.1 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 -0.0 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
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 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
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 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
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 -4.8 pp -5.0 pp -5.3 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.6 pp -0.6 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 (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