Signals

QUAL

1576 in-universe funds with a nonzero position in QUAL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#614
Score / z0.217 / 0.32
Consensus405.13 over 799 funds
Momentumno 12m return

Price & positioning

249 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,076.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,602.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
FMR LLC CIK 0000315066 0.989 5571 3,060.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 1,864.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 1,389.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,314.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,241.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 888.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 844.2 0.0% 2 -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 836.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 760.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 721.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 618.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 584.6 13.3% 2 +0.3 pp +13.3 pp +13.3 pp +13.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 558.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 532.5 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 511.3 10.6% 2 +0.1 pp +10.6 pp +10.6 pp +10.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 485.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 437.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 417.4 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 399.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 396.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 375.7 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 370.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 357.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 335.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 326.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 312.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 260.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 242.0 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 240.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 219.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 216.9 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 212.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 203.2 9.0% 2 -0.2 pp +9.0 pp +9.0 pp +9.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 203.2 2.7% 2 +1.4 pp +2.7 pp +2.7 pp +2.7 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 201.2 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 191.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 185.5 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 171.3 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 161.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 153.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 151.4 13.2% 2 -0.3 pp +13.2 pp +13.2 pp +13.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 144.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Foster Group, Inc. CIK 0001841544 0.874 318 136.3 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 135.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
JB Capital LLC CIK 0001879371 0.629 280 133.8 5.8% 2 -1.5 pp +5.8 pp +5.8 pp +5.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 126.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 123.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 121.5 5.3% 2 +0.4 pp +5.3 pp +5.3 pp +5.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 113.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 113.3 6.5% 2 -0.4 pp +6.5 pp +6.5 pp +6.5 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 113.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 111.2 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 110.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 107.8 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 107.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 107.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 106.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 101.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 99.4 2.0% 3 +0.6 pp +0.3 pp +2.0 pp +2.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 98.3 12.0% 2 +0.1 pp +12.0 pp +12.0 pp +12.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 93.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 92.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 92.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 91.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 90.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 90.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 88.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 85.7 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 84.0 1.3% 2 -2.3 pp +1.3 pp +1.3 pp +1.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 83.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 81.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 80.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 79.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valence8 US LP CIK 0001943819 0.533 15 77.6 26.6% 2 -4.1 pp +26.6 pp +26.6 pp +26.6 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 76.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 75.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 73.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 72.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Unison Advisors LLC CIK 0001695818 0.855 173 71.7 6.5% 2 +2.0 pp +6.5 pp +6.5 pp +6.5 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 69.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 68.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 66.8 13.4% 2 +0.1 pp +13.4 pp +13.4 pp +13.4 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 64.2 14.6% 2 -0.9 pp +14.6 pp +14.6 pp +14.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 63.1 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 62.4 4.8% 2 -1.1 pp +4.8 pp +4.8 pp +4.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 62.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
EASTERN BANK CIK 0001126395 0.668 1038 62.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 60.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 56.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 56.0 6.8% 2 -0.5 pp +6.8 pp +6.8 pp +6.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 56.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 55.2 18.3% 2 -0.4 pp +18.3 pp +18.3 pp +18.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 54.7 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 53.0 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 52.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 52.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 52.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 51.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 51.2 6.6% 2 -0.8 pp +6.6 pp +6.6 pp +6.6 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 47.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 47.6 14.5% 2 -0.0 pp +14.5 pp +14.5 pp +14.5 pp
Apexium Financial, LP CIK 0001765285 0.880 288 46.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 45.0 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 44.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 44.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 44.2 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 43.5 7.7% 2 -1.4 pp +7.7 pp +7.7 pp +7.7 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 43.4 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 43.4 9.6% 2 -0.4 pp +9.6 pp +9.6 pp +9.6 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 43.3 2.5% 2 -1.4 pp +2.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 41.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 41.5 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 41.5 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 41.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 40.8 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 40.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 40.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 40.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 39.1 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
Wealth Group Ltd CIK 0002010748 0.858 95 38.3 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 37.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 36.7 5.6% 2 -0.7 pp +5.6 pp +5.6 pp +5.6 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 36.5 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 36.2 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 36.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 35.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 35.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 34.7 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 33.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 33.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 32.9 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 32.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
MA Private Wealth CIK 0001767474 0.750 88 32.4 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 32.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 32.1 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 32.0 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 31.7 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 31.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 31.2 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 31.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 31.1 6.1% 2 -1.0 pp +6.1 pp +6.1 pp +6.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 30.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 30.4 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 30.4 2.3% 4 -0.3 pp -2.0 pp -2.3 pp +2.3 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 30.0 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 29.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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AGF MANAGEMENT LTD CIK 0001003518 0.567 656 24.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Geneva Partners, LLC CIK 0001712671 0.052 75 9.7 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 9.6 8.2% 2 -0.1 pp +8.2 pp +8.2 pp +8.2 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 9.6 4.1% 3 -0.1 pp -0.5 pp +4.1 pp +4.1 pp
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MRA Advisory Group CIK 0001841816 0.219 157 9.2 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
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Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
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Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
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Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -6.3 pp -5.7 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 +0.0 pp -5.0 pp +0.0 pp +0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp -4.8 pp -4.8 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
Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 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
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 QUAL). Qtrs Held counts distinct quarters this fund has actually held QUAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QUAL position size. Δ columns are the percentage-point change in QUAL'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