Signals

← Signals

☆MLPX

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

Flow ranking

Rank#678
Score / z0.180 / 0.27
Consensus103.31 over 199 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 620.8 0.0% 4 -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 151.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.5 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 64.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 50.7 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 44.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 41.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 30.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 25.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 25.3 8.2% 3 -0.3 pp -1.4 pp +8.2 pp +8.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.6 0.0% 2 +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 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 21.5 13.5% 3 -0.2 pp -1.0 pp +13.5 pp +13.5 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.818 6 20.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.3 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 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 17.2 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 17.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.5 0.0% 2 -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 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 12.6 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 9.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.467 48 7.3 4.4% 4 -0.2 pp -0.5 pp -0.4 pp +4.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 6.2 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 5.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 5.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 5.1 2.9% 2 -0.7 pp +2.9 pp +2.9 pp +2.9 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Essex LLC CIK 0001889147 0.576 180 3.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 3.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 3.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 3.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 2.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.8 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 1.6 0.9% 2 -6.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birch Capital Management, LLC CIK 0001799859 0.374 79 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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 +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morangie Management LLC CIK 0002056670 0.556 34 0.0 0.0% 0 -1.2 pp +0.0 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
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -3.3 pp -3.3 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 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
☆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
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 MLPX). Qtrs Held counts distinct quarters this fund has actually held MLPX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MLPX position size. Δ columns are the percentage-point change in MLPX'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