Signals

← Signals

☆SPHY

682 in-universe funds with a nonzero position in SPHY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24465
Score / z-0.105 / -0.14
Consensus213.34 over 410 funds
Momentum-0.22 =

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest-4% / 3.3d

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 694.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 496.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 335.1 4.3% 3 +2.0 pp +3.9 pp +4.3 pp +4.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 288.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 229.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 219.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 207.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 175.4 1.3% 3 -0.2 pp -0.1 pp +1.3 pp -16.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 168.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 165.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 163.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 123.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 111.4 2.7% 5 -0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 107.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 99.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 93.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 86.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 83.0 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 81.0 4.4% 4 +0.4 pp +0.4 pp -0.1 pp +4.4 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 69.8 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆CONNING INC. CIK 0000801051 0.496 327 63.9 1.9% 3 +1.1 pp +1.5 pp +1.9 pp +1.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 60.2 1.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 57.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 47.9 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 45.3 6.6% 1 +6.6 pp +0.9 pp +2.4 pp +3.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 44.1 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 43.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 42.1 0.6% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 40.9 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 38.5 17.6% 5 -1.6 pp -1.4 pp -3.6 pp -4.4 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 36.7 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 35.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iowa State Bank CIK 0001546967 0.467 118 33.6 5.6% 5 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 31.9 0.5% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.8 0.0% 5 +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 31.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 30.0 17.2% 5 +0.1 pp +0.0 pp -3.2 pp +1.5 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 29.3 2.5% 5 +0.4 pp +0.4 pp +0.2 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 28.4 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 27.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 27.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 26.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 23.8 5.0% 5 -0.7 pp -1.2 pp -1.5 pp -2.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.9 0.0% 1 +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 22.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 21.3 1.4% 5 -0.0 pp -0.2 pp +0.2 pp +0.5 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 20.7 1.4% 5 +0.3 pp +0.4 pp +0.4 pp +1.4 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 18.9 6.1% 5 -0.8 pp -1.4 pp -2.3 pp -3.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 18.3 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 18.3 10.3% 2 -0.9 pp +10.3 pp +10.3 pp +10.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 17.6 0.3% 5 +0.2 pp +0.2 pp -0.6 pp -0.8 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 17.5 4.8% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.4 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 16.8 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 16.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 16.0 6.1% 5 -0.5 pp +0.0 pp -0.4 pp -0.8 pp
☆RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 15.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 15.0 0.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 14.0 0.5% 5 -0.3 pp -0.3 pp -0.5 pp -0.4 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 13.7 0.8% 3 +0.4 pp +0.3 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 13.0 3.2% 5 -0.3 pp -0.2 pp -0.6 pp -0.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 12.9 1.0% 5 -0.7 pp -0.7 pp -0.8 pp -0.9 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 12.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 12.2 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 11.9 4.6% 5 -0.5 pp +0.4 pp +0.4 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.9 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 11.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.6 1.0% 5 +0.9 pp +0.8 pp +0.1 pp -0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 11.6 4.5% 5 +0.7 pp +0.5 pp -0.2 pp -0.1 pp
☆S&A Financial Services, Inc. CIK 2140428 0.330 88 11.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 11.1 2.9% 4 -0.0 pp -0.1 pp -0.0 pp +2.9 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 11.0 3.6% 5 -0.5 pp -0.6 pp +0.1 pp +1.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 9.9 3.9% 5 -0.2 pp -0.5 pp -0.5 pp +3.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 9.3 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 9.2 1.7% 5 +0.3 pp +0.8 pp +1.0 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 8.9 0.8% 5 -0.2 pp -0.6 pp -0.7 pp -0.9 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 8.8 5.5% 4 -0.5 pp -0.3 pp -0.3 pp +5.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 8.7 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 8.3 2.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 8.2 0.7% 5 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 8.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 8.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.7 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 7.4 2.1% 5 -0.8 pp -0.9 pp -1.1 pp -1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 6.8 0.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 6.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.5 0.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.4 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 6.2 0.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.2 0.6% 3 +0.3 pp +0.2 pp +0.6 pp +0.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 6.1 0.2% 1 +0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 6.1 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 5.9 1.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 5.9 1.9% 5 -0.3 pp -0.1 pp +0.1 pp +0.6 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 5.9 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.7 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 5.6 0.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.5 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 5.5 2.7% 4 -0.3 pp -0.4 pp -0.4 pp +2.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 5.4 0.5% 5 -0.4 pp -0.0 pp -0.0 pp -0.5 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 5.3 1.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 5.1 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 4.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 4.8 2.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.5 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆KWB Wealth CIK 0001822236 0.452 169 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp -1.7 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -4.3 pp -3.7 pp -8.7 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 -0.0 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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 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
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Cadence Bank CIK 0001299939 0.688 332 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
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 0.0 0.0% 0 +0.0 pp -2.7 pp -2.9 pp -3.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -2.4 pp -2.4 pp -2.5 pp -2.7 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
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -2.7 pp -1.9 pp -1.5 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 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 +0.0 pp +0.0 pp -0.2 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 0.0 0.0% 0 +0.0 pp -2.4 pp -2.5 pp -2.5 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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 +0.0 pp -0.1 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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