Signals

← Signals

☆PVAL

343 in-universe funds with a nonzero position in PVAL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23136
Score / z-0.871 / -0.81
Consensus138.23 over 266 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 1,666.4 0.1% 5 +0.0 pp +0.1 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 655.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 386.8 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 358.4 4.1% 4 +0.6 pp +1.2 pp +2.8 pp +4.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 332.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 309.1 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 259.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 215.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 155.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 124.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 107.3 1.8% 5 +0.2 pp +0.8 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 106.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 105.9 14.3% 4 +0.9 pp +2.9 pp +5.5 pp +14.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 91.8 7.7% 4 -0.1 pp +0.2 pp +0.3 pp +7.7 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 72.8 16.5% 4 -1.8 pp -1.5 pp -0.1 pp +16.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 60.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 58.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 54.9 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 50.6 1.3% 4 +1.0 pp +0.3 pp +0.6 pp +1.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 47.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 47.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 45.2 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆AUCTUS ADVISORS LLC CIK 0002042516 0.764 34 44.1 41.8% 1 +41.8 pp +41.8 pp +41.8 pp +41.8 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 41.5 7.9% 3 +0.7 pp +1.3 pp +7.9 pp +7.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 40.9 0.8% 4 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 39.9 5.8% 4 -0.0 pp +0.2 pp +0.1 pp +5.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 39.5 0.9% 4 -0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 37.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 35.5 4.2% 4 +0.8 pp +2.2 pp +2.5 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 32.5 2.4% 4 +0.7 pp +0.8 pp +0.8 pp +2.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 31.1 1.5% 4 +0.0 pp +0.3 pp +0.6 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.6 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 26.2 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 26.1 12.9% 4 -0.6 pp -0.2 pp -0.1 pp +12.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 24.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 23.9 5.8% 4 +0.7 pp +2.1 pp +1.0 pp +5.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 22.8 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 20.1 4.2% 3 +0.1 pp +0.3 pp +4.2 pp +4.2 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 20.0 6.0% 4 +0.8 pp +1.4 pp +5.2 pp +6.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 19.1 4.0% 3 +1.1 pp +1.3 pp +4.0 pp +4.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 19.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 18.8 1.4% 3 +0.1 pp +1.2 pp +1.4 pp +1.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 18.3 7.9% 2 +0.5 pp +7.9 pp +7.9 pp +7.9 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 18.3 4.1% 4 +0.3 pp +0.7 pp +1.0 pp +4.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 17.5 5.0% 4 +0.6 pp +1.0 pp +1.2 pp +5.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 17.4 1.9% 4 +0.4 pp +0.5 pp +0.5 pp +1.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 17.2 11.6% 5 +0.6 pp +1.1 pp +1.2 pp +1.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 16.3 4.4% 4 +0.5 pp +0.7 pp +1.0 pp +4.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 16.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 16.2 1.6% 2 +1.5 pp +1.6 pp +1.6 pp +1.6 pp
☆Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 16.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 15.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 15.6 1.6% 3 -0.5 pp -0.4 pp +1.6 pp +1.6 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 14.9 6.5% 4 +0.3 pp +0.6 pp +1.2 pp +6.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 13.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 13.4 7.0% 4 +0.3 pp +0.6 pp +2.0 pp +7.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 11.9 1.9% 4 +0.5 pp +1.0 pp +1.3 pp +1.9 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 11.3 5.6% 4 +0.5 pp +2.0 pp +4.9 pp +5.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 11.3 0.6% 4 -0.1 pp -0.1 pp +0.4 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.5 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 10.3 3.3% 4 +0.1 pp +0.3 pp +0.3 pp +3.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.1 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 9.6 3.3% 4 +1.2 pp +3.1 pp +3.1 pp +3.3 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 9.5 4.0% 4 +0.3 pp +0.5 pp +0.5 pp +4.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.1 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 8.8 5.9% 2 +4.3 pp +5.9 pp +5.9 pp +5.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.6 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 8.6 4.5% 4 +2.3 pp +2.3 pp +2.6 pp +4.5 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 8.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 8.2 4.5% 2 +2.8 pp +4.5 pp +4.5 pp +4.5 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 7.7 3.8% 4 +0.1 pp +0.2 pp +0.2 pp +3.8 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 7.6 3.6% 4 +0.8 pp +1.3 pp +1.3 pp +3.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.4 0.9% 4 +0.5 pp +0.2 pp -0.0 pp +0.9 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 7.2 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.8 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.6 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 6.2 2.3% 4 -0.2 pp -0.4 pp -0.5 pp +2.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.1 1.1% 4 -0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 5.5 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.3 3.6% 4 +0.0 pp -1.6 pp -1.6 pp +3.6 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 5.3 1.4% 3 +0.1 pp +0.4 pp +1.4 pp +1.4 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.9 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 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 4.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 4.4 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 4.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 4.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.1 1.0% 4 +0.4 pp +0.7 pp +0.9 pp +1.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 3.1 1.8% 4 +0.4 pp +0.7 pp +0.8 pp +1.8 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 2.5 1.8% 3 +0.1 pp +1.3 pp +1.8 pp +1.8 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.5 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 2.4 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.2 1.2% 4 +0.2 pp +0.6 pp +1.0 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 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
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 -0.1 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -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% 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 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.1 pp +0.0 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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 -0.0 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -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% 0 -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 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
☆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
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.1 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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