Signals

← Signals

☆PVAL

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

Flow ranking

Rank#423
Score / z0.468 / 0.58
Consensus71.76 over 132 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-71% / 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 ▾
☆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 409.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 216.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 178.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 143.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 142.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 99.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 82.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 78.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 59.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 39.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 38.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 31.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 30.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 28.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 23.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 21.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 20.9 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 18.7 0.0% 1 +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 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 15.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 14.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 13.7 10.4% 2 -0.1 pp +10.4 pp +10.4 pp +10.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 13.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 11.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 11.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 11.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 11.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 10.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 8.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 7.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 7.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 6.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 6.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MOTCO CIK 0001306333 0.349 840 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +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 PVAL). Qtrs Held counts distinct quarters this fund has actually held PVAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PVAL position size. Δ columns are the percentage-point change in PVAL'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