Signals

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☆PWRD

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

Flow ranking

Rank#21153
Score / z0.000 / -0.00
Consensus34.29 over 68 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 316.7 4.2% 2 +1.4 pp +4.2 pp +4.2 pp +4.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 249.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 226.0 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 17.9 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 13.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 11.4 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 10.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.8 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 6.9 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 6.0 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 4.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 2.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 2.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 1 +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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 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 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.8 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 PWRD). Qtrs Held counts distinct quarters this fund has actually held PWRD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PWRD position size. Δ columns are the percentage-point change in PWRD'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