Signals

← Signals

☆PULS

352 in-universe funds with a nonzero position in PULS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#660
Score / z0.221 / 0.27
Consensus118.23 over 246 funds
Momentumno 12m return

Price & positioning

227 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 1,677.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,241.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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 752.1 0.0% 3 +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 543.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 466.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 328.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 236.9 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 204.6 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 180.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 174.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 169.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 95.8 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 77.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 74.9 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 64.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 62.5 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 53.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 46.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 42.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 42.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 37.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 33.9 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 31.8 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 28.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 27.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 26.1 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 25.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 23.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 22.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 20.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 19.5 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 18.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 17.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 16.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 16.0 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 15.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 15.1 2.9% 3 +0.4 pp -0.4 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 14.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 13.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 12.7 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 10.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 9.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 9.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 8.9 6.0% 2 -9.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 8.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 8.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.8 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.4 0.0% 1 +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 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 7.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.3 5.2% 2 +2.6 pp +5.2 pp +5.2 pp +5.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 5.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 5.4 3.5% 2 +2.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 5.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 4.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 3.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.4 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 3.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.1 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +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% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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% 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% 1 +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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 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
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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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