Signals

← Signals

☆SPHY

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

Flow ranking

Rank#22691
Score / z-0.367 / -0.53
Consensus182.17 over 352 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

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 1,111.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 444.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 265.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 221.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 208.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 200.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 175.5 1.4% 1 +1.4 pp -16.4 pp +1.4 pp +1.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 171.5 4.1% 3 -0.2 pp -0.4 pp +4.1 pp +4.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 154.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 132.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 101.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 92.6 4.3% 3 +0.6 pp -4.4 pp +4.3 pp +4.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 86.3 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 85.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 84.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 82.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 80.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 77.3 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 75.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 64.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 60.9 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 55.5 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 40.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 39.6 18.9% 3 -2.3 pp -3.0 pp +18.9 pp +18.9 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 39.2 5.7% 3 +1.5 pp +2.3 pp +5.7 pp +5.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 36.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 35.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 34.1 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 31.1 0.4% 3 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 30.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 30.3 17.2% 3 -3.2 pp +1.4 pp +17.2 pp +17.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 28.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 28.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 28.0 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 26.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.9 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 25.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 25.7 7.9% 3 +4.9 pp -0.5 pp +7.9 pp +7.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 25.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 24.9 6.2% 3 -0.3 pp -0.9 pp +6.2 pp +6.2 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 24.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 24.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 23.7 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 23.7 2.1% 3 -0.2 pp -0.3 pp +2.1 pp +2.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 22.1 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 20.5 1.5% 3 +0.3 pp +0.7 pp +1.5 pp +1.5 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 19.0 7.6% 3 -0.9 pp -1.6 pp +7.6 pp +7.6 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 18.6 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 16.1 5.1% 3 +0.0 pp -0.2 pp +5.1 pp +5.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 16.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 15.7 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 15.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Iowa State Bank CIK 0001546967 0.467 118 14.1 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 13.5 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
☆CONNING INC. CIK 0000801051 0.496 327 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 13.1 1.0% 3 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.0 6.0% 3 -0.5 pp -0.9 pp +6.0 pp +6.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 13.0 3.4% 3 -0.4 pp -0.3 pp +3.4 pp +3.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 12.5 0.0% 3 -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 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 11.2 4.2% 3 +0.7 pp +1.9 pp +4.2 pp +4.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 10.8 3.3% 3 +0.8 pp +1.1 pp +3.3 pp +3.3 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 10.6 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.5 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 10.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 10.0 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 9.9 4.4% 3 +0.0 pp +4.2 pp +4.4 pp +4.4 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 9.8 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.4 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 9.2 4.2% 3 +0.0 pp -0.4 pp +4.2 pp +4.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 8.6 4.0% 3 -0.6 pp -0.6 pp +4.0 pp +4.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 8.5 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 2 +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 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 8.3 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 8.2 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 8.2 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.2 2.7% 3 -0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 7.6 1.9% 3 +0.4 pp +1.8 pp +1.9 pp +1.9 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 7.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 6.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 6.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 6.2 1.0% 3 +0.2 pp +0.7 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.1 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 6.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.0 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 5.5 2.0% 3 +0.2 pp +0.7 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 5.5 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 5.3 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.3 2.7% 3 -0.2 pp -0.9 pp +2.7 pp +2.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 5.1 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 5.1 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 5.0 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 4.5 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 4.4 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 4.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 4.3 2.8% 2 +2.7 pp +2.8 pp +2.8 pp +2.8 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.2 2.4% 3 -0.1 pp -0.4 pp +2.4 pp +2.4 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 4.2 3.9% 3 +0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 4.1 0.5% 3 -0.0 pp -0.5 pp +0.5 pp +0.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.6 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp -0.3 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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 -0.7 pp -0.9 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
☆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
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 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
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.1 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
☆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
☆Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.0 0.0% 0 -0.1 pp -0.1 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 -0.2 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
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 +0.0 pp -6.3 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -2.9 pp -2.9 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
☆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 -0.1 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 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
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.0 pp -0.3 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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
☆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
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 pp -0.1 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 (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