Signals

← Signals

☆SPHY

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

Flow ranking

Rank#23011
Score / z-0.440 / -0.42
Consensus183.50 over 354 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+210% / 1.6d

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 664.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 462.5 0.4% 4 -0.0 pp -0.0 pp -0.0 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 249.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 224.3 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 216.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 207.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 177.5 1.5% 2 +0.1 pp +1.5 pp -16.3 pp +1.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 159.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 138.8 2.3% 2 +1.9 pp +2.3 pp +2.3 pp +2.3 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 138.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 118.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 110.9 3.0% 4 +0.7 pp +0.7 pp +0.6 pp +3.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 110.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 103.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 83.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 82.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 77.7 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 77.3 4.0% 3 +0.0 pp -0.6 pp +4.0 pp +4.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 75.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 62.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 55.6 1.5% 4 -0.2 pp -0.1 pp -0.3 pp +1.5 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 51.2 3.8% 3 +3.2 pp +3.3 pp +3.8 pp +3.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 42.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 40.8 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 39.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 38.6 19.2% 4 +0.3 pp -2.0 pp -2.8 pp +19.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.8 0.5% 4 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 36.5 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 35.2 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Iowa State Bank CIK 0001546967 0.467 118 32.5 6.0% 4 +3.3 pp +3.4 pp +3.4 pp +6.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 30.8 1.1% 4 -0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 29.8 17.1% 4 -0.1 pp -3.2 pp +1.4 pp +17.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 27.7 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 27.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 26.8 0.3% 4 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 25.2 2.1% 4 +0.0 pp -0.2 pp -0.3 pp +2.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 25.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 25.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 23.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 23.9 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 22.8 5.7% 4 -0.5 pp -0.8 pp -1.4 pp +5.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 20.9 0.8% 4 -0.0 pp -0.2 pp -0.1 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 20.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 18.8 7.0% 4 -0.6 pp -1.5 pp -2.3 pp +7.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 18.6 1.4% 4 -0.1 pp +0.2 pp +0.5 pp +1.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 18.1 1.7% 4 +0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 17.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 17.2 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 16.7 5.2% 4 +0.1 pp +0.1 pp -0.1 pp +5.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 15.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 15.1 6.6% 4 +0.6 pp +0.1 pp -0.3 pp +6.6 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 14.8 1.0% 4 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.1 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 13.4 3.4% 4 +0.1 pp -0.3 pp -0.2 pp +3.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.4 0.1% 4 +0.0 pp -0.0 pp -0.5 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 11.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 11.5 5.1% 4 +0.9 pp +0.9 pp +0.5 pp +5.1 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.4 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 10.7 4.1% 4 -0.0 pp +0.6 pp +1.9 pp +4.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 10.6 1.9% 3 +1.2 pp +1.2 pp +1.9 pp +1.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 10.4 2.9% 3 -0.1 pp +0.0 pp +2.9 pp +2.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 10.0 2.7% 4 +0.8 pp +1.2 pp +2.6 pp +2.7 pp
☆Bensler, LLC CIK 0001965941 0.354 198 9.9 1.0% 4 -0.3 pp -0.5 pp -0.7 pp +1.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 9.8 2.3% 4 -0.0 pp -0.0 pp +0.1 pp +2.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.8 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 9.7 4.0% 4 -0.4 pp -0.3 pp +3.8 pp +4.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.3 0.0% 4 +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 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 9.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 8.9 6.0% 3 +0.3 pp +0.3 pp +6.0 pp +6.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 8.9 3.8% 4 -0.2 pp -0.8 pp -0.7 pp +3.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 8.4 2.6% 4 -0.7 pp +0.1 pp +0.4 pp +2.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 8.3 0.8% 4 +0.2 pp +0.5 pp +0.5 pp +0.8 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 8.1 2.8% 4 -0.2 pp -0.4 pp -0.6 pp +2.8 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.1 2.7% 4 -0.1 pp -0.1 pp -0.2 pp +2.7 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 7.9 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 7.7 1.0% 4 +0.4 pp +0.4 pp -0.0 pp +1.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆NEPC LLC CIK 0001424799 0.960 53 7.7 0.2% 4 +0.1 pp -0.7 pp -1.0 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 7.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 6.8 1.3% 4 +0.4 pp +0.6 pp +0.8 pp +1.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.7 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.7 0.4% 4 +0.0 pp +0.0 pp +0.2 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 6.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 6.2 0.9% 4 -0.0 pp +0.2 pp +0.7 pp +0.9 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 6.2 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.1 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 5.8 2.1% 4 +0.1 pp +0.3 pp +0.8 pp +2.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 5.7 3.4% 3 +0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 5.4 3.1% 3 -0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 5.4 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 5.3 1.8% 4 +0.2 pp +0.2 pp +0.2 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 5.2 1.3% 4 -0.1 pp -0.3 pp -0.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.1 1.1% 4 +0.2 pp +0.4 pp +0.6 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.0 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 4.9 2.4% 4 +0.0 pp -0.0 pp -0.0 pp +2.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 4.4 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.4 2.4% 4 +0.0 pp -0.1 pp -0.3 pp +2.4 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 4.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 4.3 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.3 0.5% 4 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 4.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.3 0.7% 4 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.2 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 4.0 3.7% 4 -0.2 pp -0.2 pp -0.3 pp +3.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 0.0 0.0% 0 -2.7 pp -2.9 pp -3.6 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 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
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -4.3 pp -3.4 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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 (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