Signals

← Signals

☆PVAL

263 in-universe funds with a nonzero position in PVAL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#274
Score / z0.723 / 1.02
Consensus116.51 over 219 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 ▾
☆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 1,103.1 0.1% 4 +0.0 pp +0.0 pp +0.1 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 436.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 312.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 312.3 3.4% 3 +0.5 pp +2.2 pp +3.4 pp +3.4 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 292.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 233.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 229.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 185.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 98.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 93.0 7.8% 3 +0.4 pp +0.5 pp +7.8 pp +7.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 90.5 1.6% 4 +0.6 pp +1.0 pp +1.0 pp +1.6 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 90.3 13.4% 3 +2.0 pp +4.5 pp +13.4 pp +13.4 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 70.2 18.3% 3 +0.3 pp +1.8 pp +18.3 pp +18.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 56.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 50.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 45.4 0.2% 3 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 38.7 5.8% 3 +0.2 pp +0.1 pp +5.8 pp +5.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 37.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 37.7 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 36.3 7.2% 2 +0.7 pp +7.2 pp +7.2 pp +7.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 35.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 34.6 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 31.3 1.5% 3 +0.2 pp +0.6 pp +1.5 pp +1.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 30.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 28.2 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 27.7 3.4% 3 +1.5 pp +1.7 pp +3.4 pp +3.4 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 26.0 13.6% 3 +0.4 pp +0.5 pp +13.6 pp +13.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 24.1 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 21.0 5.2% 3 +1.5 pp +0.4 pp +5.2 pp +5.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 19.6 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 19.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 18.2 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 16.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 16.8 5.2% 3 +0.6 pp +4.4 pp +5.2 pp +5.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 16.3 3.8% 3 +0.4 pp +0.7 pp +3.8 pp +3.8 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 16.3 4.4% 3 +0.4 pp +0.6 pp +4.4 pp +4.4 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 16.2 11.0% 4 +0.6 pp +0.6 pp +0.5 pp +11.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 14.2 6.2% 3 +0.3 pp +0.9 pp +6.2 pp +6.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 14.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 13.7 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 12.9 6.7% 3 +0.3 pp +1.7 pp +6.7 pp +6.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 12.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 12.2 3.9% 3 +0.3 pp +0.5 pp +3.9 pp +3.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.5 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 9.8 3.2% 3 +0.2 pp +0.2 pp +3.2 pp +3.2 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 9.6 1.4% 3 +0.6 pp +0.8 pp +1.4 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.5 0.3% 3 -0.7 pp -0.4 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 9.3 3.7% 3 +0.3 pp +0.3 pp +3.7 pp +3.7 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 9.1 5.0% 3 +1.4 pp +4.3 pp +5.0 pp +5.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 7.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 7.5 3.8% 3 +0.1 pp +0.1 pp +3.8 pp +3.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 7.0 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 6.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.3 0.4% 3 -0.3 pp -0.5 pp +0.4 pp +0.4 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.1 2.1% 3 +2.0 pp +2.0 pp +2.1 pp +2.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.9 0.7% 3 -0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.9 2.8% 3 +0.6 pp +0.6 pp +2.8 pp +2.8 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 5.4 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 5.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.1 3.6% 3 -1.6 pp -1.6 pp +3.6 pp +3.6 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.2 2.2% 3 -0.0 pp +0.3 pp +2.2 pp +2.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 3.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 2.5 1.7% 2 +1.2 pp +1.7 pp +1.7 pp +1.7 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 2.4 1.4% 3 +0.3 pp +0.4 pp +1.4 pp +1.4 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.4 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.1 0.6% 3 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.9 1.0% 3 +0.4 pp +0.8 pp +1.0 pp +1.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.5 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.5 1.5% 3 -0.7 pp -0.4 pp +1.5 pp +1.5 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 1.4 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cox Capital Mgt LLC CIK 0001748728 0.206 81 1.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 0.8 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 1 +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 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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% 2 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 3 +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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -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% 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
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -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 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
☆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
☆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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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