Signals

← Signals

☆PWB

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

Flow ranking

Rank#22689
Score / z-0.116 / -0.13
Consensus78.46 over 141 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-14% / 1.9d

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 204.2 0.1% 4 +0.0 pp +0.0 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 104.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.3 0.0% 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 55.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 26.7 9.0% 3 +0.3 pp +0.4 pp +9.0 pp +9.0 pp
☆Center for Wealth Management Advisory CIK 0002121390 0.325 62 26.4 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 21.0 5.0% 4 +0.0 pp +0.1 pp +0.1 pp +5.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 20.6 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.5 0.0% 4 +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 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 11.4 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.1 0.5% 1 +0.5 pp +0.5 pp -0.1 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 5.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 5.0 0.5% 4 -1.6 pp -1.8 pp -3.0 pp +0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.5 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 4.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 2.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 2.2 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 2.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.1 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.0 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.9 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.8 0.5% 4 -0.0 pp -0.3 pp -0.4 pp +0.5 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 1.7 1.1% 3 -0.7 pp +0.0 pp +1.1 pp +1.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 4 -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 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.1 0.5% 4 -0.5 pp +0.3 pp -3.1 pp +0.5 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.9 0.5% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.5 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.3 0.2% 5 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 4 +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 -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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.1 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 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
☆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
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -6.3 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
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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 PWB). Qtrs Held counts distinct quarters this fund has actually held PWB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PWB position size. Δ columns are the percentage-point change in PWB'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