Signals

← Signals

☆PSLV

387 in-universe funds with a nonzero position in PSLV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1473
Score / z0.011 / -0.00
Consensus146.56 over 302 funds
Momentumnot computed

Price & positioning

224 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 261.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 194.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 93.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 70.7 0.1% 1 +0.1 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 45.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 42.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 30.0 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 29.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 22.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 20.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 20.4 15.7% 3 +0.4 pp +2.7 pp +15.7 pp +15.7 pp
☆Equinox Partners Investment Management LLC CIK 0000938552 0.622 12 18.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 16.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 12.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 10.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 9.9 0.0% 1 +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 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 8.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 6.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 5.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 5.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 5.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Asset Management Inc. CIK 0002057190 0.791 9 4.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 3.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.090 26 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arnhold LLC CIK 0001733755 0.661 113 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
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☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.2 pp -0.1 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 PSLV). Qtrs Held counts distinct quarters this fund has actually held PSLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSLV position size. Δ columns are the percentage-point change in PSLV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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