Signals

← Signals

☆PSEP

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

Flow ranking

Rank#21003
Score / z0.000 / -0.02
Consensus56.39 over 117 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 136.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 23.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 10.4 0.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 10.3 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 5.8 0.9% 5 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.0% 5 -0.0 pp -0.4 pp -0.4 pp -0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 4.7 1.7% 5 -0.1 pp -0.3 pp -0.4 pp -0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.8 1.6% 7 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 3.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp -0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 3.3 0.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.3 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.0 1.1% 5 -0.2 pp -0.4 pp -0.4 pp -0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.6 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.4 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 2.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.1 0.4% 4 -0.2 pp -0.5 pp -0.5 pp +0.4 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 2.0 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 2.0 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 1.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.7 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp -0.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.7 0.3% 2 -0.0 pp +0.3 pp -0.1 pp -0.1 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.6 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.4 1.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 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 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.7 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +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 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.4 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.3 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 0.2 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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 -0.2 pp -0.2 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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 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
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.5 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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 -0.0 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
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 +0.0 pp -0.1 pp -2.2 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 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 +0.0 pp -0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 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
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 PSEP). Qtrs Held counts distinct quarters this fund has actually held PSEP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSEP position size. Δ columns are the percentage-point change in PSEP'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