Signals

← Signals

☆PFXF

252 in-universe funds with a nonzero position in PFXF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#955
Score / z0.113 / 0.08
Consensus77.20 over 143 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 93.9 0.0% 5 +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 57.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.6 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 31.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 27.8 2.7% 4 +0.1 pp +0.3 pp +0.4 pp +2.7 pp
☆State of Wisconsin - Board of Commissioners of Public Lands CIK 0001967732 0.886 6 26.8 17.6% 4 +0.2 pp +0.3 pp +0.8 pp +17.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 11.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 10.5 6.8% 4 -0.2 pp -0.4 pp +0.1 pp +6.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Intelligence, LLC CIK 0002112078 0.570 59 9.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Dougherty & Associates, LLC CIK 0002109295 0.475 52 9.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.9 2.5% 4 +0.2 pp +0.4 pp -0.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 5.3 1.7% 4 -0.1 pp -0.0 pp -0.1 pp +1.7 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.2 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 5.0 2.3% 3 +0.8 pp +1.8 pp +2.3 pp +2.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 4 -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 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.5 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 2.4 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 2.3 2.5% 4 -0.2 pp -0.1 pp -0.1 pp +2.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.9 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 1.6 1.1% 4 +0.5 pp +0.5 pp +0.5 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.5 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.4 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.1 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.4 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.2 0.1% 3 -0.4 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFAM, LLC CIK 0001713286 0.679 262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 4 -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
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 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 -0.7 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 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
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp -0.1 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.3 pp -0.7 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆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
☆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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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 -0.1 pp -0.1 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 PFXF). Qtrs Held counts distinct quarters this fund has actually held PFXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PFXF position size. Δ columns are the percentage-point change in PFXF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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