Signals

← Signals

☆PRF

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

Flow ranking

Rank#297
Score / z0.799 / 0.70
Consensus219.59 over 376 funds
Momentumno 12m return

Price & positioning

226 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 527.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 360.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 242.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 229.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 173.9 1.3% 4 -0.1 pp -0.4 pp -0.4 pp +1.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 146.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 141.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 133.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 120.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 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 100.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 100.3 0.6% 4 +0.0 pp +0.0 pp +0.1 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 97.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 96.4 12.5% 4 +0.0 pp +0.7 pp +0.2 pp +12.5 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 93.9 4.2% 4 -0.0 pp +0.0 pp +0.1 pp +4.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 81.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 74.7 10.2% 2 +0.2 pp +10.2 pp +10.2 pp +10.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 60.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 53.9 1.0% 4 -0.1 pp -0.3 pp -0.9 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 48.6 1.6% 4 +0.2 pp +0.3 pp +0.5 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 44.3 6.0% 4 +0.1 pp +0.8 pp +0.8 pp +6.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 38.4 0.9% 4 -0.0 pp -0.5 pp -0.5 pp +0.9 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 37.8 6.7% 4 -0.5 pp -0.2 pp -0.2 pp +6.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 36.2 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 35.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 31.8 8.7% 4 -0.4 pp -0.7 pp -1.0 pp +8.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.3 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 30.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 30.6 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 30.3 2.0% 4 -0.0 pp -0.0 pp -0.1 pp +2.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 29.4 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 28.3 14.2% 3 -0.0 pp +0.2 pp +14.2 pp +14.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 26.8 11.2% 4 +1.0 pp +0.6 pp +0.5 pp +11.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 26.2 10.4% 3 +0.8 pp +0.8 pp +10.4 pp +10.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 25.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 24.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 23.9 8.3% 4 -0.3 pp -1.1 pp -1.7 pp +8.3 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 23.5 0.9% 4 +0.0 pp -0.1 pp +0.0 pp +0.9 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 21.4 2.9% 4 -0.1 pp -0.5 pp -0.6 pp +2.9 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 20.4 3.8% 4 +0.5 pp +0.7 pp +0.3 pp +3.8 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 20.2 6.4% 4 -0.8 pp -0.7 pp -2.2 pp +6.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 19.1 1.4% 4 -0.4 pp -0.7 pp -0.9 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 18.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 18.4 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 16.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 15.8 6.4% 4 +0.4 pp +0.3 pp +0.2 pp +6.4 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 15.4 5.6% 4 +0.0 pp +0.3 pp -0.0 pp +5.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 15.1 1.8% 4 -0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.1 0.9% 4 +0.0 pp +0.3 pp +0.0 pp +0.9 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 15.0 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.5 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 13.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 12.5 5.6% 4 +0.1 pp +0.1 pp -0.4 pp +5.6 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 12.3 3.4% 4 +2.9 pp +3.0 pp +3.3 pp +3.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 11.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 11.1 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 11.0 2.4% 4 +0.0 pp +0.1 pp +0.2 pp +2.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 10.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 9.4 2.7% 4 +1.7 pp +1.7 pp +1.6 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 9.1 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 8.3 6.5% 4 +0.5 pp +0.4 pp +0.3 pp +6.5 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 8.1 1.8% 4 -0.3 pp -0.3 pp -0.2 pp +1.8 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 8.1 4.0% 4 +0.2 pp +0.3 pp +0.3 pp +4.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 6.7 1.8% 4 +0.1 pp +0.1 pp +0.5 pp +1.8 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 6.6 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 6.6 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.6 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 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 6.5 2.7% 4 +0.1 pp +0.2 pp +0.2 pp +2.7 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.4 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 6.4 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.0 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 5.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 5.5 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.2 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 5.0 7.7% 4 +2.2 pp +3.0 pp +7.4 pp +7.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.9 0.6% 4 +0.3 pp -0.0 pp -0.1 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.9 0.0% 4 +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 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.8 1.0% 4 +0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 4.3 2.1% 4 -0.1 pp +0.0 pp +0.0 pp +2.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 3.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.6 1.7% 4 +0.0 pp -0.0 pp -0.1 pp +1.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.6 1.5% 6 -0.2 pp +0.1 pp +0.0 pp -0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.1 2.5% 3 +0.2 pp +0.4 pp +2.5 pp +2.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.1 1.0% 1 +1.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 2.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 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
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.7 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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.7 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 (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