Signals

PFF

1124 in-universe funds with a nonzero position in PFF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1548
Score / z0.003 / -0.01
Consensus266.78 over 545 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
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 701.7 0.1% 4 -0.0 pp -0.0 pp -0.0 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 489.5 0.0% 5 -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 293.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 243.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 186.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 127.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 122.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 117.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 111.1 6.3% 2 -7.2 pp +6.3 pp +6.3 pp +6.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 100.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 90.0 4.8% 3 -0.2 pp -0.3 pp +4.8 pp +4.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 75.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 66.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 58.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 56.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 54.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 54.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 51.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 38.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 37.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 35.6 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 30.3 2.0% 3 +0.1 pp +0.9 pp +2.0 pp +2.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 29.4 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
Dakota Wealth Management CIK 0001631353 0.544 771 28.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 28.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 26.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 24.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 24.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 23.6 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 21.7 3.1% 3 -0.5 pp -0.8 pp +3.1 pp +3.1 pp
BARD ASSOCIATES INC CIK 0001105907 0.295 292 21.5 5.5% 3 +1.6 pp +3.3 pp +5.5 pp +5.5 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 20.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 20.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 19.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 19.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 19.5 1.7% 3 +0.3 pp +0.6 pp +1.7 pp +1.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 18.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 17.8 2.0% 3 -1.3 pp -1.4 pp +2.0 pp +2.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 16.0 2.6% 3 -0.4 pp +0.1 pp +2.6 pp +2.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 15.9 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 14.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 14.4 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 13.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Ballast, Inc. CIK 0001730477 0.553 156 12.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 12.7 4.9% 3 +0.3 pp +2.1 pp +4.9 pp +4.9 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 12.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 12.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 12.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 11.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 10.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 10.6 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.2 2.3% 3 -0.1 pp -0.0 pp +2.3 pp +2.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 9.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 9.2 0.0% 3 -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 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 9.1 6.5% 3 +0.6 pp +1.1 pp +6.5 pp +6.5 pp
Capital Square, LLC CIK 0001798736 0.168 241 9.1 4.6% 3 -1.9 pp -2.2 pp +4.6 pp +4.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.3 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 8.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 7.8 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 7.4 3.1% 1 +3.1 pp +0.2 pp +3.1 pp +3.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.2 0.4% 3 -0.0 pp -0.5 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 6.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 6.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIM, LLC CIK 0001364725 0.348 169 6.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 6.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 6.3 10.8% 2 +0.2 pp +10.8 pp +10.8 pp +10.8 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 6.0 1.7% 3 -0.1 pp +0.4 pp +1.7 pp +1.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.9 4.1% 3 -0.1 pp -0.0 pp +4.1 pp +4.1 pp
Kentucky Trust Co CIK 0002054100 0.245 316 5.9 3.1% 3 -0.1 pp -0.2 pp +3.1 pp +3.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.8 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 5.7 5.9% 3 -0.3 pp -0.6 pp +5.9 pp +5.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 5.7 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.5 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 5.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 5.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.4 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 5.2 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 5.2 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Investors Research Corp CIK 0001730630 0.347 805 5.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 4.8 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 4.6 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 4.6 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 4.5 1.0% 3 -1.1 pp -1.2 pp +1.0 pp +1.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 4.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.5 3.0% 3 +0.1 pp +0.3 pp +3.0 pp +3.0 pp
BANK OF STOCKTON CIK 0001387723 0.529 126 4.4 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 4.1 1.3% 3 -0.4 pp -0.5 pp +1.3 pp +1.3 pp
XML Financial, LLC CIK 0001800465 0.420 447 4.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 4.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 4.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.8 3.2% 5 +0.0 pp -0.2 pp -0.2 pp +0.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Community Bank, N.A. CIK 0001632187 0.503 530 3.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 3.7 1.4% 3 -0.5 pp -0.7 pp +1.4 pp +1.4 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 3.6 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 3.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 3.6 1.4% 3 -0.3 pp -0.6 pp +1.4 pp +1.4 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 +0.0 pp -0.4 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
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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 +0.0 pp -0.7 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
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 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
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 0.0 0.0% 0 -0.1 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
Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 -1.3 pp -1.3 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
Friedenthal Financial CIK 0001598611 0.053 253 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 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
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.0 0.0% 0 -0.1 pp -0.1 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
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
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
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp -0.3 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
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 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
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 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
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 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 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Penn Mutual Asset Management CIK 0000855702 0.000 9 0.0 0.0% 0 -6.0 pp -5.3 pp +0.0 pp +0.0 pp
STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 0.0 0.0% 0 +0.0 pp -0.8 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
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -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% 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
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
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 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
Townsend & Associates, Inc CIK 0001729359 0.659 114 0.0 0.0% 0 -3.1 pp -3.1 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
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
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 -0.2 pp -0.2 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 -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 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
Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 +0.0 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
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
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 0.0 0.0% 0 +0.0 pp -0.4 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
Sachetta, LLC CIK 0002010574 0.327 1025 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 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.0 0.0% 0 -0.1 pp -1.0 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
CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 0.0 0.0% 0 -3.2 pp -3.2 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -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% 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
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 -0.1 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 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
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 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
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 -0.2 pp -0.5 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Stolper Co CIK 0001808195 0.048 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 0.0 0.0% 0 -6.4 pp -7.0 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
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.0 0.0% 0 -0.3 pp -0.3 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
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
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.0 0.0% 0 -0.1 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
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.0 0.0% 0 -0.1 pp -0.1 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
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
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 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
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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