Signals

← Signals

☆SPHY

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

Flow ranking

Rank#202
Score / z1.009 / 1.51
Consensus185.38 over 359 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 1,068.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 426.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 270.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 244.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 208.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 187.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 172.4 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 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 136.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 135.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 89.7 3.7% 2 -5.0 pp +3.7 pp +3.7 pp +3.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 88.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 82.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 81.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 81.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 75.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 72.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 72.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 55.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 46.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 46.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 43.1 21.2% 2 -0.8 pp +21.2 pp +21.2 pp +21.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 37.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 33.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 32.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 32.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 30.6 20.3% 2 +4.6 pp +20.3 pp +20.3 pp +20.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 29.4 4.2% 2 +0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 29.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 28.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 27.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 26.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 25.3 6.5% 2 -0.7 pp +6.5 pp +6.5 pp +6.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 24.9 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 24.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 22.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 20.1 8.5% 2 -0.8 pp +8.5 pp +8.5 pp +8.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 18.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 16.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 16.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 15.8 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 15.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Bensler, LLC CIK 0001965941 0.354 198 14.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 13.8 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Iowa State Bank CIK 0001546967 0.467 118 13.8 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 13.6 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.4 6.5% 2 -0.4 pp +6.5 pp +6.5 pp +6.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 12.7 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 10.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.5 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 10.1 4.4% 2 +4.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 9.9 3.1% 2 -5.4 pp +3.1 pp +3.1 pp +3.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 9.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 9.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 9.6 3.5% 2 +1.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 9.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 9.5 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 9.4 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 8.7 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 8.5 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 8.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.1 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 7.9 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 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 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 6.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 5.9 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.9 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 5.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 5.0 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 5.0 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.8 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 4.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 4.6 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 4.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 4.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 4.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 4.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.2 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 4.2 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 3.7 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 3.6 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 3.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 3.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -1.7 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 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
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 0.0 0.0% 0 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 0.0 0.0% 0 -17.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +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 0.0 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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 SPHY). Qtrs Held counts distinct quarters this fund has actually held SPHY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPHY position size. Δ columns are the percentage-point change in SPHY'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