Signals

← Signals

☆BUFF

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

Flow ranking

Rank#1204
Score / z0.029 / 0.04
Consensus42.64 over 86 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 84.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 24.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 22.6 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 18.8 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 15.3 9.0% 3 +0.1 pp +0.6 pp +9.0 pp +9.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 11.8 5.8% 4 -0.3 pp -0.3 pp -0.4 pp +5.8 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 11.4 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 9.9 3.0% 3 -0.0 pp +1.5 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 5.4 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 5.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 3.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.5 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 2.0 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 1.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.5 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 1.3 1.8% 2 +1.5 pp +1.8 pp +1.8 pp +1.8 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.5 0.0% 2 -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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.4 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 -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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.9 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 BUFF). Qtrs Held counts distinct quarters this fund has actually held BUFF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFF position size. Δ columns are the percentage-point change in BUFF'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