Signals

← Signals

☆PAA

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

Flow ranking

Rank#1525
Score / z0.014 / -0.01
Consensus163.34 over 297 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,632.5 7.7% 4 -0.3 pp +0.5 pp -0.2 pp +7.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 745.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 418.5 1.7% 4 +0.7 pp +0.7 pp +0.4 pp +1.7 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 380.8 0.5% 4 +0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 369.4 0.0% 4 -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 254.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 241.0 2.5% 4 +0.3 pp +0.5 pp +0.2 pp +2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 195.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 138.5 2.7% 4 +0.6 pp +0.7 pp +0.5 pp +2.7 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 109.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 82.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp -0.5 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 81.0 9.6% 4 +0.5 pp +0.2 pp -0.4 pp +9.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 74.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 69.0 6.5% 4 +0.6 pp -0.1 pp -0.7 pp +6.5 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 62.6 1.7% 4 +0.2 pp +0.2 pp +0.0 pp +1.7 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 59.9 3.2% 3 +0.5 pp +1.1 pp +3.2 pp +3.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 59.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 59.3 2.1% 4 +0.1 pp +0.2 pp +0.2 pp +2.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 52.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 50.6 1.8% 4 -0.6 pp -0.9 pp -1.1 pp +1.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 42.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 39.7 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 37.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 35.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 34.3 0.3% 4 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 29.6 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 27.5 5.7% 4 -0.7 pp +0.4 pp -0.2 pp +5.7 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 27.1 0.8% 4 +0.3 pp +0.3 pp +0.4 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 18.4 2.1% 4 +0.1 pp +0.3 pp -0.0 pp +2.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 14.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.9 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 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 13.4 7.4% 4 +1.1 pp +1.9 pp +1.5 pp +7.4 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 12.9 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 12.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 11.8 2.5% 4 +0.1 pp +0.0 pp -0.2 pp +2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 9.2 3.4% 4 +0.7 pp +0.7 pp +0.6 pp +3.4 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 9.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 7.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.8 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 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 5.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 4.5 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 4.1 0.8% 4 +0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.1 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 3.6 1.7% 4 +1.5 pp +0.2 pp +0.0 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 5 +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 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.8 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 2.7 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 2.5 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 2.5 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.5 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Rydar Equities, Inc. CIK 0002065487 0.195 107 2.4 1.9% 3 +0.4 pp +0.4 pp +1.9 pp +1.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.3 1.4% 4 +1.0 pp +1.1 pp +1.1 pp +1.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 2.1 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 1.9 1.2% 4 +0.1 pp +0.1 pp -0.1 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 1.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 1.5 1.3% 4 +0.3 pp -0.1 pp -0.3 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 1.4 0.4% 4 +0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 1.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.2 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 1.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 1.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.2 0.7% 4 +0.2 pp +0.1 pp +0.0 pp +0.7 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 1.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.1 0.7% 4 +0.2 pp +0.1 pp -0.1 pp +0.7 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 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
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +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
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Penn Mutual Asset Management CIK 0000855702 0.000 9 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 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 PAA). Qtrs Held counts distinct quarters this fund has actually held PAA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAA position size. Δ columns are the percentage-point change in PAA'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