Signals

← Signals

☆PFEB

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

Flow ranking

Rank#20709
Score / z0.000 / -0.02
Consensus61.76 over 126 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 150.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.8 0.3% 5 -0.1 pp +0.3 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 14.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 12.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 8.3 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 6.8 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 5.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.7 0.8% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 4.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.9 0.8% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.6 1.6% 7 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 3.5 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 3.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 3.2 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.0 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.0 1.1% 5 -0.1 pp -0.0 pp -0.3 pp -0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.8 0.3% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.6 0.4% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 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 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.4 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.8 0.8% 5 -0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.6 0.8% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.6 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 1.6 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.4 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.3 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.3 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.2 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 1.2 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆TrustBank CIK 0002107256 0.632 175 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp -0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.0 0.2% 2 -0.0 pp +0.2 pp -0.0 pp -0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.7 0.5% 4 -0.0 pp -0.0 pp -0.3 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.6 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.5 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.5 0.2% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 0.5 0.3% 5 -0.1 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.4 0.1% 5 -0.0 pp -0.4 pp -0.6 pp -0.7 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.4 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.2 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.1 0.1% 2 -0.0 pp +0.1 pp -0.4 pp -0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 5 -0.0 pp -0.0 pp -0.7 pp -0.8 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 5 -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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 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
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -1.1 pp -0.1 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RK Capital Management, LLC/FL CIK 0001905218 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp -19.9 pp -15.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 0.0 0.0% 0 +0.0 pp -2.5 pp -2.1 pp -2.8 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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 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 PFEB). Qtrs Held counts distinct quarters this fund has actually held PFEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PFEB position size. Δ columns are the percentage-point change in PFEB'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