Signals

← Signals

☆PSLV

508 in-universe funds with a nonzero position in PSLV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22815
Score / z-0.766 / -1.10
Consensus160.82 over 315 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+56% / 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

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 437.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 403.7 1.5% 3 +0.5 pp +0.7 pp +1.5 pp +1.5 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 220.5 1.8% 3 +0.4 pp +1.0 pp +1.8 pp +1.8 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 127.4 0.7% 3 +0.5 pp +0.6 pp +0.7 pp +0.7 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 112.6 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 86.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 83.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 81.3 1.6% 3 +0.5 pp +0.6 pp +1.6 pp +1.6 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 61.0 26.1% 3 +6.9 pp +10.0 pp +26.1 pp +26.1 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 51.8 1.9% 3 +0.7 pp +0.7 pp +1.9 pp +1.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 48.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 39.0 2.8% 3 +0.8 pp +0.9 pp +2.8 pp +2.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 37.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 36.1 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 35.5 21.6% 5 +3.5 pp +5.8 pp +6.2 pp +8.5 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 32.9 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 28.2 2.8% 3 +0.6 pp -0.4 pp +2.8 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 25.0 1.3% 3 +0.4 pp +0.6 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 21.8 2.0% 3 +0.5 pp +0.8 pp +2.0 pp +2.0 pp
☆Equinox Partners Investment Management LLC CIK 0000938552 0.622 12 21.6 11.3% 3 -1.2 pp +1.0 pp +11.3 pp +11.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 20.9 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 20.1 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 19.0 6.6% 2 +3.7 pp +6.6 pp +6.6 pp +6.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 18.8 0.0% 3 +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 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 16.9 2.3% 3 +1.3 pp +1.3 pp +2.3 pp +2.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 15.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 15.1 1.6% 3 +0.5 pp +0.5 pp +1.6 pp +1.6 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 15.1 2.3% 3 +0.6 pp +0.3 pp +2.3 pp +2.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 14.5 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 13.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 13.5 1.7% 3 +0.7 pp +0.6 pp +1.7 pp +1.7 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 13.4 2.1% 3 +0.3 pp +0.2 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.9 0.0% 3 +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 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 12.3 8.5% 3 +2.7 pp +3.7 pp +8.5 pp +8.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 12.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 11.0 6.2% 3 +2.1 pp +2.2 pp +6.2 pp +6.2 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 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 10.9 1.7% 3 +0.5 pp +0.6 pp +1.7 pp +1.7 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 10.4 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 10.4 2.2% 3 +0.4 pp +0.5 pp +2.2 pp +2.2 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 10.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 9.9 2.8% 3 -0.2 pp +0.3 pp +2.8 pp +2.8 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 9.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 9.5 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 9.5 6.8% 3 +1.2 pp +2.0 pp +6.8 pp +6.8 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.832 21 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 8.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.6 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 8.5 3.0% 3 +1.0 pp +0.9 pp +3.0 pp +3.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 7.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 7.0 0.7% 3 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 6.8 0.8% 3 +0.2 pp +0.0 pp +0.8 pp +0.8 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 6.8 2.7% 3 +0.9 pp +1.2 pp +2.7 pp +2.7 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 6.5 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 6.2 1.1% 3 +0.5 pp +0.7 pp +1.1 pp +1.1 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 6.0 2.7% 3 +0.8 pp +1.0 pp +2.7 pp +2.7 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 5.8 1.4% 3 +0.3 pp +0.5 pp +1.4 pp +1.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 5.4 2.3% 3 +0.5 pp +0.9 pp +2.3 pp +2.3 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 5.4 0.7% 3 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 5.3 4.1% 2 +1.6 pp +4.1 pp +4.1 pp +4.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 5.3 1.6% 3 +0.1 pp +0.6 pp +1.6 pp +1.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Asset Management Inc. CIK 0002057190 0.791 9 5.0 4.0% 1 +4.0 pp +0.2 pp +4.0 pp +4.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 4.7 1.5% 3 +0.4 pp +0.6 pp +1.5 pp +1.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.5 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 4.2 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.1 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.9 1.4% 3 +1.0 pp +1.1 pp +1.4 pp +1.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.6 0.0% 2 +0.0 pp +0.0 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 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 3.4 2.4% 3 +0.2 pp +0.7 pp +2.4 pp +2.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 3.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 3.0 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 2.8 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 2.8 0.5% 3 -0.4 pp -0.7 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.7 1.8% 3 +0.4 pp +0.6 pp +1.8 pp +1.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 2.5 1.9% 3 +0.7 pp +1.2 pp +1.9 pp +1.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.4 1.7% 3 +0.6 pp +0.8 pp +1.7 pp +1.7 pp
☆Arnhold LLC CIK 0001733755 0.661 113 2.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.3 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 2.3 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Quilter Plc CIK 0001770632 0.827 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 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
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.3 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 -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 -0.1 pp -0.1 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.090 26 0.0 0.0% 0 -2.3 pp -1.7 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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