Signals

← Signals

☆PFF

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

Flow ranking

Rank#23511
Score / z-0.146 / -0.20
Consensus254.98 over 530 funds
Momentumno 12m return

Price & positioning

227 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 660.6 0.1% 2 -0.0 pp +0.1 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 469.5 0.0% 3 -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 276.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 247.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 171.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 129.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 112.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 87.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 82.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 80.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 62.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 60.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 59.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 54.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 42.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 36.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 34.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 33.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 31.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 30.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 26.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 25.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.1 0.0% 1 +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 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 23.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 21.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 21.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 21.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 17.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 17.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 15.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 14.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 13.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 12.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 12.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 12.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 10.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 10.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 9.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.4 0.0% 2 -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 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 9.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 8.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 7.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 7.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 6.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 6.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 6.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CIM, LLC CIK 0001364725 0.348 169 6.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 6.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 5.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 5.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 5.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 4.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 4.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 1.5 0.2% 3 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fogel Capital Management, Inc. CIK 0002011427 0.556 57 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Texas Bank & Trust Co CIK 0002056556 0.231 185 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grandview Asset Management LLC CIK 0001766791 0.487 146 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Platform Technology Partners CIK 0001830817 0.314 393 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +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% 1 +0.0 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
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 -0.5 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status