Signals

← Signals

☆PFFD

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

Flow ranking

Rank#981
Score / z0.090 / 0.09
Consensus95.20 over 177 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 ▾
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 127.6 2.4% 5 -0.4 pp -0.7 pp -0.7 pp -0.7 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 95.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 61.4 2.3% 2 -1.0 pp +2.3 pp -3.6 pp -4.5 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 52.3 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 47.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 32.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 29.0 1.7% 5 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 25.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆State of Wisconsin - Board of Commissioners of Public Lands CIK 0001967732 0.886 6 25.1 16.4% 5 +0.2 pp +0.0 pp -0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 23.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 23.6 2.2% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 21.0 2.0% 5 +0.2 pp +0.5 pp +1.4 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 19.5 6.1% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.5 3.0% 5 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 11.8 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 10.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 10.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 9.3 0.6% 4 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 7.4 1.9% 5 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.4 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 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.8 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 6.1 1.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 6.0 1.3% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.0 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 5.2 1.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 4.8 3.7% 7 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.5 0.9% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.478 66 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.8 2.6% 4 -0.0 pp -0.1 pp -0.1 pp +2.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 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 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.7 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 1.6 1.4% 4 -0.2 pp -0.6 pp -0.7 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.4 1.2% 5 -0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -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 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.0 1.2% 3 +0.3 pp +0.6 pp +1.2 pp +1.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆David Kennon Inc CIK 0001954126 0.575 45 0.7 0.2% 5 -0.1 pp -1.2 pp -1.3 pp -1.4 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 0.5 0.1% 5 -0.0 pp -0.0 pp -1.9 pp -1.9 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 5 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 5 -0.1 pp -1.1 pp -2.0 pp -2.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.4 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.3 0.1% 5 -0.0 pp -1.3 pp -1.4 pp -1.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 0.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 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
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (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