Signals

← Signals

☆MUNI

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

Flow ranking

Rank#826
Score / z0.138 / 0.15
Consensus174.58 over 322 funds
Momentum-0.26 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-0%
Short interest+23% / 1.0d ⚡

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 217.7 0.0% 6 -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 196.2 0.0% 7 -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 148.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 131.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 71.5 1.7% 5 +0.3 pp +0.4 pp +0.9 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 33.0 2.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 28.8 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 26.6 1.8% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 25.7 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 24.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 20.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 19.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 16.7 11.2% 2 -0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 16.3 2.4% 5 -0.1 pp +0.6 pp +0.5 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 15.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 12.3 1.5% 5 -0.3 pp -0.2 pp -1.0 pp -1.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 12.1 2.6% 5 -0.3 pp +0.2 pp +0.0 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 11.8 0.2% 5 +0.1 pp -0.1 pp -0.0 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 11.2 3.1% 5 -0.2 pp -0.2 pp -0.0 pp -0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 11.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 11.0 2.7% 5 -0.6 pp +0.6 pp +1.6 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 10.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.8 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 10.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 10.0 2.3% 5 -0.2 pp -0.2 pp -0.4 pp -0.7 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 9.9 2.2% 5 +0.1 pp +0.7 pp +0.9 pp +0.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.9 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 8.8 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.6 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 8.4 6.7% 2 +2.8 pp +6.7 pp +6.7 pp +6.7 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 8.3 1.4% 5 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 8.2 2.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 8.2 2.8% 5 -1.2 pp -1.4 pp -1.8 pp -3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 7.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 7.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.3 1.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 7.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 7.2 2.0% 5 -0.3 pp -0.2 pp +1.5 pp +1.6 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 7.2 0.8% 5 -1.1 pp -0.7 pp -0.4 pp -0.2 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 7.2 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 7.1 3.9% 5 -0.4 pp -1.3 pp -1.8 pp -1.7 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 7.0 4.4% 6 -0.3 pp -0.2 pp +0.3 pp +2.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 7.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 6.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.7 1.9% 5 -0.1 pp -0.0 pp -0.5 pp -0.5 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 6.5 0.6% 3 -0.1 pp -0.2 pp +0.6 pp -0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 6.2 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 6.0 2.3% 4 -0.2 pp -0.2 pp -0.5 pp +2.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 5.4 1.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 5.2 0.6% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.9 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 4.8 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 4.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 3.9 1.5% 5 -1.3 pp -1.6 pp -1.5 pp -1.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 3.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 3.7 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 3.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 3.7 0.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.6 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 3.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.8 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 3.5 0.3% 1 +0.3 pp +0.3 pp -0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 3.5 0.6% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 3.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 3.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 3.3 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.2 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 3.2 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 3.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.2 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.1 1.6% 5 +0.2 pp +0.5 pp +0.5 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 3.1 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 3.0 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 3.0 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 3.0 1.5% 4 -0.2 pp -0.2 pp +1.3 pp +1.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.9 1.1% 5 -0.1 pp -0.1 pp -0.4 pp -0.8 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.9 1.3% 5 +0.5 pp +0.5 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.8 0.7% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 2.8 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.7 0.4% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.7 1.5% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.7 1.0% 3 -0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.7 1.2% 5 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.7 1.1% 7 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 2.6 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.6 1.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.5 0.5% 5 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.5 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.7 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.7 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Financial Group CIK 0001989061 0.417 234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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 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 (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