Signals

← Signals

☆PVAL

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

Flow ranking

Rank#335
Score / z0.585 / 0.88
Consensus90.10 over 166 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 ▾
☆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 530.7 0.0% 3 +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 327.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 249.6 2.9% 2 +1.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 247.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 229.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 197.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 179.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 167.3 0.0% 2 +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 90.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 85.7 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 64.6 18.0% 2 +1.5 pp +18.0 pp +18.0 pp +18.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 60.7 11.3% 2 +2.5 pp +11.3 pp +11.3 pp +11.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 51.1 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 50.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.5 0.1% 3 -0.0 pp -0.0 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 35.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 35.3 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 35.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 31.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 31.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 25.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 23.4 13.1% 2 +0.1 pp +13.1 pp +13.1 pp +13.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 22.8 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 21.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 18.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 17.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 16.4 3.7% 2 -1.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 15.0 10.5% 3 +0.0 pp -0.0 pp +10.5 pp +10.5 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 14.8 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 14.4 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 14.3 4.6% 2 +3.8 pp +4.6 pp +4.6 pp +4.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 14.0 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 13.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 13.1 5.9% 2 +0.6 pp +5.9 pp +5.9 pp +5.9 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 12.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 11.7 6.4% 2 +1.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 10.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 10.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.6 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 9.0 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 2 +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 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 7.9 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 7.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 6.9 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 6.9 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 6.1 3.6% 2 +2.9 pp +3.6 pp +3.6 pp +3.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.9 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 5.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 5.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 4.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 4.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 3.9 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 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 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.3 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.4 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.0 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.5 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 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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% 2 -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
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -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% 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -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% 0 -0.0 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -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% 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 -0.1 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 (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