Signals

← Signals

☆PRF

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

Flow ranking

Rank#447
Score / z0.356 / 0.53
Consensus205.28 over 360 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 523.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 326.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 230.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 213.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 169.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 141.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 139.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 123.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 114.8 0.0% 2 -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 96.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 96.0 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 93.1 11.8% 2 -0.5 pp +11.8 pp +11.8 pp +11.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 89.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 82.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 82.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 63.1 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 58.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 55.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 42.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 36.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 35.7 7.0% 2 +0.0 pp +7.0 pp +7.0 pp +7.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 35.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 33.4 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 32.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 31.9 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 31.1 9.4% 2 -0.3 pp +9.4 pp +9.4 pp +9.4 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 30.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 29.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 27.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 27.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 26.0 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.9 0.0% 3 +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 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 24.0 9.4% 2 -0.6 pp +9.4 pp +9.4 pp +9.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 23.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 23.1 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 22.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 20.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 20.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 19.3 7.1% 2 -1.6 pp +7.1 pp +7.1 pp +7.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 17.2 10.6% 2 -0.1 pp +10.6 pp +10.6 pp +10.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 16.1 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.8 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 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 14.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 14.0 6.1% 2 -0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 13.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 13.6 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 13.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 12.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 12.3 5.5% 2 -0.5 pp +5.5 pp +5.5 pp +5.5 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 11.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 11.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 10.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 10.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 9.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 9.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 8.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 7.7 6.1% 2 -0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 7.6 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 7.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 6.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 6.6 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 6.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 6.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 5.5 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 5.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 4.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 3.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.5 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 3.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 2.7 4.6% 2 +4.4 pp +4.6 pp +4.6 pp +4.6 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.4 0.1% 2 +0.0 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 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 2 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 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
☆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
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 PRF). Qtrs Held counts distinct quarters this fund has actually held PRF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PRF position size. Δ columns are the percentage-point change in PRF'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