Signals

← Signals

☆PFFD

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

Flow ranking

Rank#886
Score / z0.092 / 0.14
Consensus100.75 over 178 funds
Momentumno 12m return

Price & positioning

225 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 ▾
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 136.5 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 110.9 0.0% 3 -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 86.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 67.7 5.9% 2 -0.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 35.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 30.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 30.1 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 30.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wisconsin - Board of Commissioners of Public Lands CIK 0001967732 0.886 6 26.1 16.6% 2 +0.4 pp +16.6 pp +16.6 pp +16.6 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 26.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 21.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 20.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 18.6 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.3 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 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 11.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.7 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 8.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 7.7 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 7.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 5.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.4 2.2% 2 -0.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.2 0.6% 2 -0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 5.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 4.5 3.9% 4 +0.2 pp +0.4 pp +0.9 pp +3.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.3 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆David Kennon Inc CIK 0001954126 0.575 45 4.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 2.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.8 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.9 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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.1 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 PFFD). Qtrs Held counts distinct quarters this fund has actually held PFFD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PFFD position size. Δ columns are the percentage-point change in PFFD'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