Signals

← Signals

☆PFF

1271 in-universe funds with a nonzero position in PFF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#20710
Score / z0.000 / -0.02
Consensus288.04 over 600 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)
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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 700.2 0.0% 6 -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 477.5 0.0% 7 -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 259.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 233.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 188.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 131.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 122.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 93.1 4.9% 5 -0.1 pp +0.0 pp -0.2 pp -0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 85.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 67.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 62.6 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 48.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.1 0.0% 5 -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 45.8 0.1% 5 -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 45.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 40.2 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 39.9 0.8% 6 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 36.2 1.7% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.8 0.0% 5 -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 32.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 32.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 29.1 1.7% 5 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 27.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 27.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 25.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 25.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 22.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 21.1 4.7% 5 -0.6 pp -0.8 pp +0.8 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 19.9 2.9% 5 -0.2 pp +0.2 pp -0.2 pp +0.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 19.9 0.4% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 18.9 1.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 17.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 17.6 6.0% 5 +0.4 pp +1.1 pp +1.4 pp +3.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 16.6 4.3% 1 +4.3 pp +2.6 pp +2.5 pp +3.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 15.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 15.5 3.3% 2 -0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 13.7 2.6% 3 -0.4 pp -0.4 pp +2.6 pp +2.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 12.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 11.9 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 11.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 11.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.6 2.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 10.6 1.5% 5 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 10.5 0.8% 4 +0.7 pp -5.5 pp -12.7 pp +0.8 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 10.3 5.8% 5 +0.4 pp -0.7 pp -0.2 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 9.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 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 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 9.1 0.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 8.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Coral Wealth Management, LLC CIK 0002135133 0.067 17 8.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 8.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 8.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 7.2 2.2% 1 +2.2 pp +2.2 pp +1.1 pp +2.2 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 7.2 1.6% 5 -0.6 pp -0.5 pp -0.6 pp -0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 6.9 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 6.8 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 6.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CIM, LLC CIK 0001364725 0.348 169 6.4 0.8% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 6.3 3.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 6.0 0.9% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 6.0 1.3% 4 -0.1 pp +0.0 pp +0.0 pp +1.3 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 5.9 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 5.8 2.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 5.8 2.6% 5 -0.8 pp -2.1 pp -4.0 pp -4.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.7 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.6 1.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.5 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 5.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.4 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.2 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 5.1 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 5.0 2.7% 3 +0.9 pp +1.7 pp +2.7 pp +2.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 4.7 3.7% 7 +0.3 pp +0.5 pp +0.6 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.2% 6 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 4.7 0.5% 5 -0.3 pp -1.6 pp -2.9 pp -3.0 pp
☆Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 4.5 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 4.4 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 4.3 0.9% 1 +0.9 pp +0.9 pp -1.8 pp +0.9 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.2 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 4.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 4.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.1 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 4.1 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 4.1 0.8% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 3.9 0.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 3.9 1.2% 5 -0.1 pp -0.1 pp -0.5 pp -0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.8 2.4% 5 -0.2 pp -0.6 pp -0.6 pp -0.3 pp
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☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 0.7 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sidoxia Capital Management, LLC CIK 0002132534 0.195 88 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.7 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.7 0.0% 5 -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 0.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Busey Bank CIK 0001427202 0.741 388 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 0.6 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆City State Bank CIK 0001910666 0.322 809 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.6 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 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
☆Stolper Co CIK 0001808195 0.048 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 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
☆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 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (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