Signals

← Signals

☆PULS

513 in-universe funds with a nonzero position in PULS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#510
Score / z0.378 / 0.32
Consensus154.73 over 307 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

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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,111.2 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 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 861.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 629.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 568.3 0.0% 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 388.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 252.8 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 244.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 234.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 220.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 216.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 191.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 160.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 120.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 118.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 114.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 80.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 78.7 4.1% 3 +0.0 pp +0.6 pp +4.1 pp +4.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 76.3 11.4% 4 -0.1 pp -4.2 pp -4.5 pp +11.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 72.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 46.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 38.1 13.8% 4 +0.4 pp +0.3 pp +1.0 pp +13.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 34.0 7.1% 4 -0.8 pp -0.9 pp -0.8 pp +7.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 33.9 10.2% 4 +0.7 pp +0.9 pp +1.0 pp +10.2 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 33.9 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 33.4 2.9% 4 -0.5 pp -1.6 pp -1.2 pp +2.9 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 32.8 7.8% 4 +1.6 pp +1.4 pp +2.1 pp +7.8 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 32.6 9.6% 4 -2.1 pp -0.5 pp -1.4 pp +9.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 30.5 0.7% 3 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 29.2 8.1% 5 +1.6 pp +1.8 pp +4.6 pp +6.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 26.3 0.6% 4 +0.3 pp +0.5 pp +0.3 pp +0.6 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 24.9 5.7% 4 +0.1 pp +0.6 pp +1.1 pp +5.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 24.5 2.9% 4 +0.2 pp +1.3 pp +1.6 pp +2.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 22.3 2.4% 3 +0.5 pp +0.9 pp +2.4 pp +2.4 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 20.8 9.3% 4 +0.0 pp -0.3 pp +0.1 pp +9.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 20.6 2.3% 4 -0.3 pp -0.2 pp -0.4 pp +2.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 20.4 0.8% 4 +0.1 pp +0.6 pp -0.4 pp +0.8 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 20.4 3.8% 4 -0.4 pp -1.1 pp -5.3 pp +3.8 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 20.4 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 19.6 2.4% 4 +0.9 pp +0.7 pp +1.3 pp +2.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.5 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.1 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 18.7 1.4% 4 +0.4 pp +0.3 pp +0.8 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 18.1 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.1 3.8% 4 +0.5 pp +0.5 pp -0.0 pp +3.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 15.9 9.8% 3 +4.3 pp +7.2 pp +9.8 pp +9.8 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 15.1 1.6% 4 +0.4 pp +0.6 pp +0.8 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.6 0.1% 4 +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% 4 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 14.0 11.8% 4 -2.0 pp -2.6 pp -3.0 pp +11.8 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 13.9 8.9% 4 +0.0 pp +0.1 pp +1.4 pp +8.9 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 13.8 5.0% 4 +0.5 pp -0.1 pp +0.0 pp +5.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 13.8 2.9% 4 +1.5 pp +2.2 pp +2.0 pp +2.9 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 13.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 13.1 1.4% 3 +0.1 pp -0.6 pp +1.4 pp +1.4 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 12.7 7.5% 4 +0.3 pp +1.0 pp +1.0 pp +7.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 12.6 0.2% 4 -0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 12.5 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.2 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 11.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 11.1 2.8% 4 +1.1 pp +1.7 pp +2.1 pp +2.8 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 10.9 1.2% 4 +0.9 pp +1.0 pp +1.0 pp +1.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 10.5 7.0% 5 +1.6 pp +1.6 pp +1.0 pp -8.2 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 10.4 4.1% 4 +2.8 pp +3.9 pp +3.9 pp +4.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 10.2 5.6% 4 +3.8 pp +3.0 pp +3.4 pp +5.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 10.2 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 10.2 0.8% 4 +0.0 pp -0.2 pp -0.2 pp +0.8 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.197 148 10.0 1.5% 4 -0.0 pp +0.1 pp -9.5 pp +1.5 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 9.8 5.8% 2 -1.3 pp +5.8 pp -4.0 pp +5.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.7 1.1% 4 +0.1 pp +0.3 pp +0.5 pp +1.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 9.6 1.7% 4 -0.0 pp +0.1 pp -0.3 pp +1.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.5 1.8% 4 -0.2 pp +0.2 pp +0.1 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 9.3 1.7% 6 -0.3 pp -0.7 pp -1.2 pp -0.8 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 9.2 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 9.1 1.0% 4 +0.3 pp +0.5 pp +0.5 pp +1.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 8.9 1.6% 4 -0.5 pp -0.8 pp -1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 8.4 5.8% 4 +2.4 pp +4.9 pp +4.8 pp +5.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.1 0.0% 5 +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 8.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 8.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 7.9 2.0% 4 +0.5 pp +0.6 pp +0.4 pp +2.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 7.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 7.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.7 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 7.4 5.2% 5 +0.0 pp -0.3 pp -0.0 pp +2.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.4 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 7.3 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 7.3 2.3% 4 +0.9 pp +1.0 pp +1.1 pp +2.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 7.3 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 6.7 2.4% 4 +0.2 pp +0.2 pp +0.1 pp +2.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 6.5 1.5% 4 +0.3 pp +0.5 pp +0.7 pp +1.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.5 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 6.1 1.9% 4 +0.9 pp +1.3 pp +1.3 pp +1.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.9 0.9% 4 -0.0 pp +0.9 pp +0.8 pp +0.9 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 5.8 2.5% 3 -0.0 pp +1.6 pp +2.5 pp +2.5 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 5.7 2.5% 3 +2.3 pp +2.3 pp +2.5 pp +2.5 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 5.5 2.9% 4 +0.5 pp +0.3 pp +0.2 pp +2.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.5 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 5.4 0.9% 4 -0.4 pp -0.4 pp -0.3 pp +0.9 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 5.4 2.7% 4 +0.7 pp -3.0 pp -1.5 pp +2.7 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.3 0.4% 4 -0.1 pp -0.1 pp -0.6 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.2 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 5.2 1.6% 4 +0.3 pp -0.5 pp -1.4 pp +1.6 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.2 2.0% 4 +0.0 pp +0.1 pp -0.2 pp +2.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 4.3 3.2% 4 +1.1 pp +2.6 pp +2.6 pp +3.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.0 0.0% 0 -0.1 pp -0.2 pp -1.2 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
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☆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
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☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 -2.8 pp -2.8 pp -1.8 pp -1.8 pp
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☆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
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☆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
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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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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