Signals

← Signals

☆PSLV

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

Flow ranking

Rank#499
Score / z0.369 / 0.43
Consensus160.20 over 318 funds
Momentum0.40 =
Price veto⚠ -48% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-48%
Short interest-3% / 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 ▾
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 427.6 1.3% 5 -0.2 pp -0.2 pp +0.3 pp +0.5 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 325.6 3.0% 3 -1.8 pp +2.9 pp +3.0 pp +3.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 285.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 184.2 0.9% 5 -0.3 pp -0.9 pp -0.4 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 141.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 109.0 0.5% 5 -0.2 pp -0.2 pp +0.2 pp +0.4 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 90.8 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 52.9 0.6% 2 -3.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 42.1 19.6% 5 -4.9 pp -6.5 pp +0.3 pp +3.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.7 0.1% 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 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 31.6 1.0% 5 -0.2 pp -0.8 pp -0.1 pp -0.1 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 31.2 1.8% 5 -1.1 pp -1.0 pp -0.2 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 25.9 1.7% 5 +0.5 pp +0.6 pp +0.9 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.3 0.4% 5 -0.2 pp -0.2 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 24.0 1.2% 5 +0.7 pp +0.5 pp +0.6 pp +0.8 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 23.7 11.1% 4 +4.0 pp +4.6 pp +8.2 pp +11.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 23.5 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 19.4 1.8% 5 -0.7 pp -1.0 pp -0.4 pp -1.3 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 19.0 16.6% 2 -3.9 pp +16.6 pp +16.6 pp +16.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 18.4 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 16.3 9.3% 7 -4.2 pp -12.2 pp -8.7 pp -6.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 13.5 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 13.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 12.6 0.0% 2 -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 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.0 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.6 0.5% 5 -0.3 pp -0.3 pp -0.1 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 11.6 0.4% 5 -0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 10.9 0.5% 5 -0.2 pp -0.8 pp -0.4 pp -0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.8 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 10.7 1.7% 5 -0.9 pp -1.0 pp -0.0 pp +0.3 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 10.7 1.3% 3 -0.5 pp -0.1 pp +1.3 pp +1.3 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 10.4 1.0% 5 -0.6 pp -0.7 pp -0.0 pp -0.0 pp
☆Equinox Partners Investment Management LLC CIK 0000938552 0.622 12 10.4 4.9% 5 +1.1 pp -6.4 pp -7.6 pp -5.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.3 0.2% 5 -0.1 pp -0.2 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 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 9.3 0.6% 4 -0.3 pp -0.2 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 8.8 4.6% 5 -1.5 pp -1.6 pp +0.5 pp +0.6 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 8.7 5.9% 5 -1.1 pp -2.6 pp +0.1 pp +1.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 8.6 1.9% 5 -0.8 pp +1.2 pp +1.4 pp +1.5 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 8.6 1.2% 5 -0.5 pp -0.5 pp +0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 8.5 0.3% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 8.4 1.2% 5 +0.3 pp -1.1 pp +0.2 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grand Central Investment Group CIK 0001844893 0.299 40 8.1 6.8% 2 -1.4 pp +6.8 pp +6.8 pp +6.8 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 7.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 7.7 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 7.4 0.6% 5 -0.3 pp -1.4 pp -0.8 pp -0.6 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 7.4 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.833 21 7.3 5.6% 3 -0.6 pp +0.9 pp +5.6 pp +5.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 6.8 4.4% 5 -2.1 pp -2.4 pp -1.2 pp -0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.7 0.2% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.5 0.2% 5 -0.1 pp -0.2 pp -0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 5.4 0.3% 6 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 4.9 0.5% 5 -0.3 pp -0.2 pp -0.0 pp +0.5 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 4.8 0.5% 5 -0.1 pp -0.2 pp +0.0 pp -0.2 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 4.7 2.1% 5 -0.6 pp -0.6 pp +0.2 pp +0.4 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 4.5 0.7% 5 -0.3 pp -0.4 pp +0.1 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.4 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 4.2 0.9% 5 -0.3 pp -1.3 pp -0.9 pp -0.8 pp
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 4.2 1.7% 5 -0.8 pp -0.6 pp -0.1 pp +0.3 pp
☆Knoll Capital Management, LLC CIK 0001325083 0.275 37 4.2 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Anson Funds Management LP CIK 0001491072 0.108 146 4.1 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.8 0.4% 5 -0.1 pp -0.3 pp -0.1 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.7 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.7 0.7% 5 -0.3 pp -0.8 pp -0.4 pp -0.2 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 3.6 1.2% 5 -0.3 pp -1.8 pp -0.8 pp -0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 3.5 0.7% 5 -1.8 pp +0.2 pp -0.2 pp -0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 3.2 2.1% 3 -0.4 pp -2.3 pp +2.1 pp +2.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 3.2 2.4% 4 -0.6 pp -1.7 pp -0.1 pp +2.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 3.1 0.6% 3 -0.6 pp +0.2 pp +0.6 pp +0.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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 2.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 2.8 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.7 0.4% 5 -0.2 pp -0.4 pp -0.3 pp -0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.7 0.3% 5 -0.1 pp -1.0 pp -0.9 pp -0.7 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.6 0.4% 5 -0.2 pp -0.4 pp -0.2 pp -0.1 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.6 0.6% 5 -0.4 pp -1.1 pp -0.9 pp -0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 2.5 1.5% 5 -0.6 pp -0.9 pp -0.6 pp -0.2 pp
☆October Effect Ltd CIK 0002078353 0.030 64 2.5 2.3% 2 -2.8 pp +2.3 pp +2.3 pp +2.3 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 2.4 0.6% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 2.3 0.5% 5 -0.2 pp -0.9 pp -0.6 pp -0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.3 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 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.2 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 2.0 0.7% 5 -0.3 pp -0.6 pp -0.4 pp -0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.9 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.9 1.3% 5 -0.5 pp -0.4 pp +0.2 pp +0.4 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.8 0.6% 5 -0.3 pp -0.8 pp +0.2 pp +0.3 pp
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 1.7 0.6% 5 -2.5 pp -2.1 pp -2.3 pp -1.8 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.7 1.0% 5 -0.4 pp -0.9 pp -0.5 pp -0.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.7 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
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☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 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 (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