Signals

← Signals

☆PM

149 in-universe funds with a nonzero position in PM within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#8538
Score / z0.000 / -0.03
Consensus52.87 over 110 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 3,388.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 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 2,379.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,115.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 703.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 568.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 562.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 423.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 397.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 216.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 191.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 167.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 111.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆STRS OHIO CIK 0000820478 0.777 2154 107.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 76.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 52.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 33.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 33.1 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 30.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 26.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 21.3 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 8.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 4.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 4.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 2.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆111 Capital CIK 0002060412 0.025 488 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.6 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 2.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 1.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.2 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 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 PM). Qtrs Held counts distinct quarters this fund has actually held PM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PM position size. Δ columns are the percentage-point change in PM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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