☆PSUS
Flow ranking
Rank#1517
Score / z0.008 / -0.01
Consensus43.03 over 78 funds
Momentumnot computed
Price & positioning
67 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 | 0.706 | 1510 | 383.9 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Consulta Ltd CIK 0001510677 | 0.719 | 15 | 112.1 | 4.0% | 1 | +4.0 pp | +4.0 pp | +4.0 pp | +4.0 pp |
| ☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 | 0.167 | 585 | 78.1 | 3.7% | 1 | +3.7 pp | +3.7 pp | +3.7 pp | +3.7 pp |
| ☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 | 0.833 | 173 | 74.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 | 0.796 | 364 | 56.1 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Alyeska Investment Group, L.P. CIK 0001453072 | 0.264 | 652 | 43.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 23.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 23.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Permanens Capital L.P. CIK 0001599637 | 0.386 | 100 | 22.5 | 2.3% | 1 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 | 0.845 | 1932 | 17.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arena Capital Advisors, LLC- CA CIK 0001833078 | 0.554 | 21 | 16.4 | 7.9% | 1 | +7.9 pp | +7.9 pp | +7.9 pp | +7.9 pp |
| ☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 | 0.290 | 299 | 15.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆COOPER INVESTORS PTY LTD CIK 0001561728 | 0.068 | 39 | 15.3 | 7.0% | 1 | +7.0 pp | +7.0 pp | +7.0 pp | +7.0 pp |
| ☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 | 0.121 | 129 | 10.7 | 3.3% | 1 | +3.3 pp | +3.3 pp | +3.3 pp | +3.3 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 | 10.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Proficio Capital Partners LLC CIK 0001654175 | 0.230 | 690 | 8.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 8.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HBK INVESTMENTS L P CIK 0001011443 | 0.226 | 197 | 7.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 6.5 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Holowesko Partners Ltd. CIK 0001428569 | 0.214 | 34 | 5.3 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 4.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KKM Financial LLC CIK 0002001943 | 0.086 | 169 | 4.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 | 0.735 | 1244 | 4.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Tidal Investments LLC CIK 0001600064 | 0.635 | 2147 | 4.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SCOGGIN MANAGEMENT LP CIK 0001086416 | 0.464 | 48 | 3.7 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Banco BTG Pactual S.A. CIK 0001536080 | 0.348 | 136 | 3.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 3.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TrueMark Investments, LLC CIK 0001974457 | 0.124 | 187 | 2.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 2.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 | 0.950 | 3189 | 2.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LM Advisors LLC CIK 0002011314 | 0.053 | 224 | 2.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆CORRADO ADVISORS, LLC CIK 0001482611 | 0.121 | 120 | 2.3 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆SFMG, LLC CIK 0001512026 | 0.796 | 334 | 1.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 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 | 1.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 1.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Orvieto Partners, L.P. CIK 0002052484 | 0.193 | 42 | 1.5 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 | 0.312 | 377 | 1.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OAK FAMILY ADVISORS, LLC CIK 0001846161 | 0.233 | 102 | 1.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Shaker Financial Services, LLC CIK 0001511794 | 0.040 | 148 | 1.0 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 1.0 | 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 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allspring Global Investments Holdings, LLC CIK 0001890906 | 0.790 | 1874 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Closed-End Fund Advisors, Inc. CIK 0002103520 | 0.106 | 163 | 0.8 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INDEPENDENT INVESTORS INC CIK 0001121908 | 0.830 | 73 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 | 0.239 | 156 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Institute for Wealth Management, LLC. CIK 0001533954 | 0.338 | 1763 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Diversified Trust Co CIK 0001479844 | 0.817 | 1115 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Williams Jones Wealth Management, LLC. CIK 0001788587 | 0.816 | 547 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MARSHALL WACE, LLP CIK 0001318757 | 0.756 | 2719 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Schonfeld Strategic Advisors LLC CIK 0001665241 | 0.155 | 2292 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JB Capital LLC CIK 0001879371 | 0.629 | 280 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIGNATUREFD, LLC CIK 0001456048 | 0.915 | 3484 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ELKHORN PARTNERS LIMITED PARTNERSHIP CIK 0000928400 | 0.301 | 50 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 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 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SouthState Bank Corp (SSB) CIK 0000764038 | 0.516 | 1313 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PFS Partners, LLC CIK 0002002654 | 0.478 | 599 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SJS Investment Consulting Inc. CIK 0001894302 | 0.848 | 2884 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.0 | 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 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bogart Wealth, LLC CIK 0001715740 | 0.593 | 2005 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MCDONALD PARTNERS LLC CIK 0001331074 | 0.098 | 621 | 0.0 | 0.0% | 1 | +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 |
| ☆Anchor Investment Management, LLC CIK 0001634149 | 0.399 | 1207 | 0.0 | 0.0% | 1 | +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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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