Signals

← Signals

☆MLPX

365 in-universe funds with a nonzero position in MLPX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22557
Score / z-0.221 / -0.33
Consensus112.73 over 212 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-12% / 1.0d

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 650.6 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 151.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 78.4 0.0% 3 -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 73.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 47.4 4.9% 3 -0.2 pp -0.2 pp +4.9 pp +4.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 40.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 27.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 25.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 24.9 7.9% 4 -0.3 pp -0.6 pp -1.7 pp +7.9 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 22.3 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 19.0 13.7% 4 +0.2 pp +0.0 pp -0.8 pp +13.7 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 18.0 3.4% 3 +0.0 pp -0.1 pp +3.4 pp +3.4 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 17.7 2.9% 1 +2.9 pp -0.3 pp +2.9 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.1 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 15.2 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 14.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 12.9 3.9% 3 -0.5 pp -0.5 pp +3.9 pp +3.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 9.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 7.7 4.4% 5 +0.0 pp -0.2 pp -0.5 pp -0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MENLO ADVISORS LLC CIK 0001279708 0.524 30 6.0 2.7% 3 -0.3 pp -0.7 pp +2.7 pp +2.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 5.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 5.5 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Warner Group LLC CIK 0002073617 0.415 129 4.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 4.9 2.7% 3 -0.2 pp -0.9 pp +2.7 pp +2.7 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 4.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 4.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 4.0 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 4.0 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.5 0.6% 3 +0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 3.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.9 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 2.9 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.7 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.6 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 2.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.0 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 1.9 0.7% 1 +0.7 pp -0.0 pp +0.7 pp +0.7 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.9 1.1% 3 -0.5 pp -1.0 pp +1.1 pp +1.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 1.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 1.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 1.3 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 1.2 0.7% 3 -0.2 pp -6.4 pp +0.7 pp +0.7 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.1 0.7% 1 +0.7 pp +0.0 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.0% 4 +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% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.0 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 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.8 0.1% 3 -0.4 pp -0.3 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.7 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Morangie Management LLC CIK 0002056670 0.556 34 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 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
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 0.0 0.0% 0 -0.4 pp -0.5 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
☆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
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 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
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 0.0 0.0% 0 -10.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 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
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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 +0.0 pp -0.2 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
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
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☆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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.3 pp -0.3 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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