Signals

← Signals

☆PFF

1061 in-universe funds with a nonzero position in PFF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#735
Score / z0.152 / 0.23
Consensus306.69 over 617 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 763.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 486.7 0.0% 4 -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 294.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 256.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 197.3 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 180.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 141.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 128.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 118.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 90.8 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 89.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 82.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 64.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 62.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.1 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 55.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.0 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 47.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 36.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 36.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 36.2 6.4% 2 -0.6 pp +6.4 pp +6.4 pp +6.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 32.6 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 32.6 0.6% 3 +0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 32.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 30.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 30.2 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 28.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 27.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 26.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 25.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 23.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 23.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 23.4 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 21.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 20.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 20.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 19.0 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 19.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 15.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 15.0 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 14.8 3.9% 2 +1.8 pp +3.9 pp +3.9 pp +3.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 14.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 13.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 13.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 12.9 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 12.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 11.3 4.6% 2 +1.8 pp +4.6 pp +4.6 pp +4.6 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 10.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 10.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.0 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 9.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 9.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 8.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 8.4 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 7.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 7.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.3 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 6.8 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 6.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIM, LLC CIK 0001364725 0.348 169 6.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.0 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.246 316 5.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 5.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 5.8 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 5.7 1.3% 2 -7.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 5.7 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 5.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 5.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.5 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 5.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 5.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 5.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 5.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 5.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 5.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 4.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Investors Research Corp CIK 0001730630 0.347 805 4.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 4.7 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 4.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.3 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stolper Co CIK 0001808195 0.048 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 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
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argentarii, LLC CIK 0002030055 0.348 213 0.0 0.0% 0 -0.1 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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 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
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.7 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 PFF). Qtrs Held counts distinct quarters this fund has actually held PFF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PFF position size. Δ columns are the percentage-point change in PFF'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