Signals

← Signals

☆PRF

696 in-universe funds with a nonzero position in PRF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#302
Score / z0.741 / 0.88
Consensus245.45 over 417 funds
Momentum-0.09 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-0%
Short interest+663% / 1.0d ⚡

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 589.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 428.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 261.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 258.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 193.3 1.1% 5 -0.2 pp -0.3 pp -0.6 pp -0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 163.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 162.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 146.8 0.2% 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 121.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 117.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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 115.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 111.0 12.6% 5 +0.0 pp +0.0 pp +0.7 pp +0.3 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 104.3 4.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 86.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 86.0 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 85.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 84.2 9.8% 3 -0.4 pp -0.3 pp +9.8 pp +9.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 80.0 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 69.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 60.7 1.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 59.4 0.9% 5 -0.1 pp -0.2 pp -0.4 pp -0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.5 0.0% 5 -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 49.2 5.8% 5 -0.2 pp -0.1 pp +0.7 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 48.1 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 43.5 6.7% 5 -0.0 pp -0.5 pp -0.3 pp -0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 41.5 0.8% 5 -0.1 pp -0.2 pp -0.7 pp -0.7 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 40.3 0.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.6 0.0% 6 -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 36.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 35.9 8.8% 5 +0.1 pp -0.4 pp -0.6 pp -0.9 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 35.5 1.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 33.6 0.8% 5 +0.7 pp +0.7 pp +0.6 pp +0.6 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 33.2 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 32.7 14.5% 4 +0.3 pp +0.3 pp +0.4 pp +14.5 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 31.2 1.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 31.1 8.6% 5 +0.3 pp +0.0 pp -0.8 pp -1.3 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 30.5 11.1% 4 +0.7 pp +1.5 pp +1.5 pp +11.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 29.2 11.6% 5 +0.4 pp +1.4 pp +1.0 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 28.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 26.7 0.9% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 25.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 24.1 2.9% 5 +0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 23.2 3.7% 5 -0.1 pp +0.4 pp +0.6 pp +0.2 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 23.1 6.3% 5 -0.2 pp -1.0 pp -0.8 pp -2.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 21.6 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 18.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 18.6 6.6% 5 +0.3 pp +0.7 pp +0.5 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 17.4 5.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 17.1 1.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 17.0 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 16.6 0.9% 5 +0.0 pp +0.0 pp +0.3 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 15.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 14.7 3.5% 5 +0.1 pp +2.9 pp +3.1 pp +3.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 14.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.4 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 14.0 5.9% 5 +0.3 pp +0.4 pp +0.4 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 12.7 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 12.4 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 11.5 2.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 11.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 11.0 2.5% 5 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 10.3 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 10.3 4.6% 5 +0.7 pp +0.9 pp +1.0 pp +1.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 9.5 6.6% 5 +0.1 pp +0.7 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 9.3 1.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 9.2 0.4% 5 +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 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.3 0.1% 5 +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 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.0 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 7.7 1.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 7.6 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 7.4 2.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 7.3 1.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 7.2 1.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 7.1 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.1 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 7.0 9.5% 5 +1.8 pp +4.0 pp +4.9 pp +9.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 6.4 0.3% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.3 0.2% 5 +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 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.9 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 5.7 0.5% 5 -0.0 pp +0.3 pp -0.1 pp -0.1 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 5.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 5.2 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.2 1.9% 7 +0.4 pp +0.2 pp +0.5 pp +0.5 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 4.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 4.7 2.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 4.5 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 4.1 1.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.8 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.4 1.0% 2 +0.1 pp +1.0 pp +0.1 pp +0.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 3.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 3.3 2.7% 4 +0.2 pp +0.4 pp +0.6 pp +2.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.1 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 2.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -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% 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
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆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
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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 +0.0 pp -0.1 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
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -1.4 pp -1.8 pp -2.1 pp -2.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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
☆VANGUARD GROUP INC CIK 0000102909 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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
☆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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 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
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 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
☆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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 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
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 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
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -4.8 pp -4.8 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +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% 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 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.4 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.1 pp -0.1 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 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 -0.0 pp -0.7 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.1 pp -0.4 pp -1.1 pp -1.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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