Signals

← Signals

☆PULS

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

Flow ranking

Rank#840
Score / z0.132 / 0.14
Consensus158.53 over 326 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-55% / 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 1,348.1 1.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 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 925.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 692.8 0.2% 5 -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 601.4 0.0% 6 -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 438.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 311.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 289.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 265.9 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 260.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 222.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 218.4 11.9% 4 +7.8 pp +7.8 pp +8.4 pp +11.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 206.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 200.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 129.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 113.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 107.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 97.4 0.1% 6 -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 89.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 75.8 10.9% 5 -0.5 pp -0.6 pp -4.7 pp -5.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 71.5 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 61.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 42.0 3.0% 5 +0.2 pp -0.3 pp -1.4 pp -1.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 38.1 0.8% 5 -0.0 pp +0.1 pp +0.5 pp -0.4 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 38.0 12.2% 5 -1.6 pp -1.2 pp -1.3 pp -0.5 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 37.1 8.4% 6 +0.3 pp +1.9 pp +2.1 pp +4.9 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 36.6 8.5% 5 -1.1 pp -3.1 pp -1.6 pp -2.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 35.8 9.6% 5 -0.6 pp +0.1 pp +0.3 pp +0.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 33.5 0.7% 4 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 33.3 6.5% 5 -0.7 pp -1.4 pp -1.6 pp -1.5 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 32.8 10.6% 2 -1.1 pp +10.6 pp +10.6 pp +10.6 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 32.8 7.8% 5 +0.0 pp +1.6 pp +1.4 pp +2.1 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 32.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 28.3 5.5% 5 -0.3 pp -0.2 pp +0.3 pp +0.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 26.9 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 26.0 2.7% 4 +0.3 pp +0.9 pp +1.2 pp +2.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 25.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 25.8 0.5% 5 -0.1 pp +0.2 pp +0.4 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 24.0 0.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.7 0.5% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 22.5 2.2% 5 -0.6 pp -0.4 pp +0.7 pp +0.9 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 21.8 9.2% 5 -0.1 pp -0.1 pp -0.4 pp -0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 21.6 2.4% 3 -0.3 pp +0.2 pp +2.4 pp +2.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 21.3 2.1% 5 -0.2 pp -0.5 pp -0.4 pp -0.6 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 21.2 2.4% 5 -0.1 pp +0.8 pp +0.6 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 19.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 19.2 10.8% 4 +1.0 pp +5.2 pp +8.1 pp +10.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 18.7 1.8% 5 +0.2 pp +0.6 pp +0.8 pp +1.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 18.5 4.3% 5 +1.5 pp +2.5 pp +3.1 pp +3.6 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 18.0 1.5% 5 +0.6 pp +0.7 pp +0.8 pp +0.9 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 17.9 0.6% 5 -0.8 pp -0.4 pp -0.5 pp -0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 17.9 6.9% 4 +4.4 pp +6.7 pp +6.7 pp +6.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.9 3.4% 5 -0.4 pp +0.0 pp +0.0 pp -0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 16.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 15.7 3.0% 5 +0.1 pp +1.6 pp +2.2 pp +2.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 15.4 0.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 15.1 1.4% 5 +0.2 pp +1.1 pp +1.2 pp +1.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 14.8 1.3% 4 -0.1 pp +0.1 pp -0.6 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 14.1 11.1% 5 -0.7 pp -2.7 pp -3.3 pp -3.6 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 14.0 8.5% 5 -0.5 pp -0.4 pp -0.3 pp +1.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.0 4.6% 5 -0.4 pp +0.0 pp -0.5 pp -0.4 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 13.9 1.7% 3 -0.2 pp -0.4 pp +1.7 pp +1.7 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 13.5 10.7% 5 +3.2 pp +3.5 pp +4.2 pp +4.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 13.3 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.1 0.2% 5 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 12.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 11.9 4.1% 5 -0.1 pp +2.7 pp +3.8 pp +3.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 11.7 1.7% 5 -0.1 pp -0.3 pp +0.1 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.5 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 11.3 6.4% 6 -0.6 pp +0.9 pp +0.9 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.2 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 11.0 5.3% 5 -0.2 pp +3.6 pp +2.7 pp +3.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 10.6 0.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 10.5 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 10.3 1.3% 5 -0.1 pp -0.2 pp -0.1 pp -9.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 10.1 8.6% 1 +8.6 pp +8.6 pp +5.5 pp +5.7 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 10.0 1.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 9.7 5.2% 3 -0.5 pp -1.8 pp +5.2 pp -4.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 9.6 0.9% 5 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 9.2 2.8% 4 +2.0 pp +2.4 pp +2.6 pp +2.8 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 9.0 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 8.8 3.4% 5 +1.7 pp +1.7 pp +1.4 pp +1.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.5 0.4% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.4 0.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 8.3 2.8% 5 +0.8 pp +0.8 pp +0.8 pp +0.6 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 8.3 2.3% 5 +0.4 pp +1.3 pp +1.6 pp +1.7 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 8.3 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 8.3 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 8.2 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 8.1 1.2% 5 -0.4 pp -0.9 pp -1.2 pp -2.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 8.0 4.7% 6 -0.5 pp -0.5 pp -0.8 pp -0.6 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 7.9 1.8% 5 -0.3 pp +0.2 pp +0.3 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.9 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 7.5 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 7.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 7.2 3.1% 2 -1.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.1 0.4% 5 +0.1 pp -0.1 pp +0.0 pp -0.5 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 7.0 2.2% 5 -0.2 pp +0.0 pp +0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 6.9 3.0% 5 +0.1 pp +0.6 pp +0.4 pp +0.4 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 6.9 1.4% 5 -0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.8 0.3% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.6 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 6.5 3.6% 2 -1.7 pp +3.6 pp +3.6 pp +3.6 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 6.3 2.6% 4 +0.0 pp +0.0 pp +1.7 pp +2.6 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 6.2 3.9% 5 -1.9 pp +0.5 pp +3.0 pp +2.9 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 6.1 1.3% 4 +1.0 pp +0.1 pp +0.8 pp +1.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 6.1 1.0% 7 -0.7 pp -1.0 pp -1.4 pp -1.9 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 6.1 1.6% 5 +0.0 pp +0.3 pp -0.5 pp -1.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.9 0.8% 5 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.9 1.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 5.7 0.9% 5 -0.1 pp -0.5 pp -0.5 pp -0.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.7 0.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 5.6 1.5% 5 -0.7 pp +0.1 pp +0.2 pp +0.3 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 5.6 2.1% 5 -0.6 pp +0.1 pp -3.6 pp -2.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.3 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 5.3 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 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.0 0.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 4.9 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 4.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.8 1.0% 5 +0.2 pp +0.1 pp +0.7 pp +0.8 pp
☆Thayer Partners, LLC / MA CIK 0002010185 0.568 100 4.7 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.5 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 2.7 1.8% 4 -0.4 pp -0.6 pp -3.3 pp +1.8 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.7 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
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☆Cypress Capital, LLC CIK 0001729939 0.629 110 2.5 0.7% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆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
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 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
☆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
☆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
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -2.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -1.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 +0.0 pp -2.8 pp -2.8 pp -1.8 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
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +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% 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 +0.0 pp -0.4 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
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.0 0.0% 0 -2.0 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (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