Signals

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☆PMBS

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

Flow ranking

Rank#19390
Score / z0.000 / -0.02
Consensus49.07 over 86 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)
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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 ▾
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 413.3 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 239.0 5.2% 4 -0.0 pp +0.1 pp -0.0 pp +5.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 62.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 52.5 2.3% 4 -0.3 pp -0.6 pp -1.6 pp +2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.0 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 22.0 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 14.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 8.0 3.3% 4 -0.0 pp -0.1 pp +0.0 pp +3.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.5 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 4.9 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 3.9 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 3.7 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 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 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emissary Wealth LLC CIK 0002107252 0.187 63 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 3 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 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 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 4 -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% 2 +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 0.0 0.0% 1 +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% 2 -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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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 PMBS). Qtrs Held counts distinct quarters this fund has actually held PMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PMBS position size. Δ columns are the percentage-point change in PMBS'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