Signals

← Signals

☆MUNI

349 in-universe funds with a nonzero position in MUNI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19818
Score / z0.000 / -0.02
Consensus130.16 over 246 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 140.5 0.0% 3 +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 120.0 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 87.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 79.6 0.0% 1 +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 60.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 47.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 27.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 22.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 20.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 16.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 16.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 15.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 15.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 15.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 12.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 11.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 10.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 10.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 9.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 9.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 6.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 5.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 5.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Martin Worley Group CIK 0002049542 0.360 91 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.5 1.4% 3 +0.4 pp +0.5 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.1 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 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 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +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% 1 +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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 -0.2 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 MUNI). Qtrs Held counts distinct quarters this fund has actually held MUNI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUNI position size. Δ columns are the percentage-point change in MUNI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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