Signals

← Signals

☆PFE

170 in-universe funds with a nonzero position in PFE within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#8679
Score / z0.000 / -0.03
Consensus53.72 over 108 funds
Momentumnot computed

Price & positioning

223 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 2,038.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 1,420.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 939.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 715.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 395.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 275.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 239.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 230.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 144.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 113.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 93.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 86.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 78.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 66.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 50.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 45.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 40.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 34.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 18.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 16.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 11.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 7.0 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 1.7 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altrafin AG CIK 0002110313 0.476 44 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 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 PFE). Qtrs Held counts distinct quarters this fund has actually held PFE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PFE position size. Δ columns are the percentage-point change in PFE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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