Signals

← Signals

☆PULS

416 in-universe funds with a nonzero position in PULS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#180
Score / z1.069 / 1.60
Consensus148.62 over 283 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,882.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,243.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 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 814.6 0.0% 4 +0.0 pp +0.0 pp +0.0 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 555.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 512.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 369.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 230.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 216.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 189.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 184.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 124.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 112.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 107.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 99.4 15.6% 2 -0.3 pp +15.6 pp +15.6 pp +15.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 76.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 57.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 53.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 47.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 46.8 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 39.8 8.0% 2 +0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 36.5 13.5% 2 +0.7 pp +13.5 pp +13.5 pp +13.5 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 34.5 10.1% 2 -0.9 pp +10.1 pp +10.1 pp +10.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 28.9 9.3% 2 +0.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 28.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 26.3 6.4% 2 +0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 25.8 4.9% 2 -4.1 pp +4.9 pp +4.9 pp +4.9 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 22.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 21.2 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 21.1 9.7% 2 +0.4 pp +9.7 pp +9.7 pp +9.7 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 20.7 5.2% 2 +0.5 pp +5.2 pp +5.2 pp +5.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 18.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 17.3 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 16.4 14.4% 2 -0.3 pp +14.4 pp +14.4 pp +14.4 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.8 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 14.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 13.3 2.4% 4 -0.5 pp -0.1 pp -0.9 pp +2.4 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 12.7 8.8% 2 +1.3 pp +8.8 pp +8.8 pp +8.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 12.5 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.4 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 12.1 6.3% 3 +2.8 pp +5.0 pp +6.3 pp +6.3 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 12.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 12.0 2.4% 2 -0.9 pp +2.4 pp +2.4 pp +2.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 11.9 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 11.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 11.1 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.4 1.4% 2 -9.6 pp +1.4 pp +1.4 pp +1.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 9.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 9.0 5.5% 3 -0.5 pp -9.7 pp +5.5 pp +5.5 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 8.9 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 7.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 7.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 7.6 5.7% 2 +1.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 7.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 7.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.2 0.3% 3 -0.1 pp -0.7 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 7.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 7.0 5.5% 3 +0.3 pp +2.9 pp +5.5 pp +5.5 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 6.9 2.1% 2 -0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 6.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 6.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 6.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 6.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.8 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 5.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 5.1 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.1 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 4.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 4.5 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.5 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 4.5 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 4.1 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 4.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 3.7 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 3.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.6 0.2% 2 -1.0 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.5 2.8% 3 +1.0 pp +1.0 pp +2.8 pp +2.8 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.4 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 3.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 3.1 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 3.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 2.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 2.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 2 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -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
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -9.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 PULS). Qtrs Held counts distinct quarters this fund has actually held PULS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PULS position size. Δ columns are the percentage-point change in PULS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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