Signals

← Signals

☆PAA

506 in-universe funds with a nonzero position in PAA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24034
Score / z-0.020 / -0.04
Consensus168.86 over 299 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 1,569.6 7.4% 5 -0.3 pp -0.6 pp +0.1 pp -0.5 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 741.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 449.3 1.5% 5 -0.3 pp +0.4 pp +0.5 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 394.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 355.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 302.8 3.1% 5 +0.6 pp +0.9 pp +1.0 pp +0.8 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 242.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 235.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 137.8 2.7% 5 +0.0 pp +0.6 pp +0.8 pp +0.5 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 87.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 84.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fractal Investments LLC CIK 0001843590 0.851 80 80.7 9.3% 5 -0.3 pp +0.2 pp -0.1 pp -0.7 pp
☆BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 70.9 3.6% 4 +0.4 pp +0.9 pp +1.5 pp +3.6 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 66.7 5.2% 5 -1.3 pp -0.6 pp -1.4 pp -2.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 66.6 1.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 59.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 58.2 2.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 54.8 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 53.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 52.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 49.0 1.6% 5 -0.2 pp -0.8 pp -1.1 pp -1.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 41.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 37.3 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 36.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 35.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 33.7 0.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 29.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bollard Group LLC CIK 0001556218 0.801 308 28.1 0.9% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 27.4 5.6% 5 -0.1 pp -0.9 pp +0.3 pp -0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 18.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 18.3 2.1% 5 +0.0 pp +0.1 pp +0.4 pp -0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 17.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 16.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.6 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 15.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 13.4 7.2% 5 -0.2 pp +1.0 pp +1.7 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 12.6 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 12.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 11.8 2.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 10.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 9.3 3.3% 5 -0.1 pp +0.6 pp +0.6 pp +0.5 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 9.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 7.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.4 0.1% 5 +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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.1 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 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.1 0.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 3.9 1.7% 5 -0.0 pp +1.5 pp +0.2 pp -0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 3.8 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Rydar Equities, Inc. CIK 0002065487 0.195 107 3.6 2.0% 4 +0.2 pp +0.5 pp +0.5 pp +2.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 3.2 2.1% 3 +0.1 pp +0.4 pp +2.1 pp +2.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 5 +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% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 2.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.5 0.4% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 2.5 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 2.3 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 2.3 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.3 1.1% 5 -0.2 pp +0.7 pp +0.9 pp +0.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.2 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elemental Capital Partners LLC CIK 0001860672 0.910 12 2.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.9 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 1.8 1.1% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.6 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 1.5 1.2% 5 -0.1 pp +0.2 pp -0.2 pp -0.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 1.4 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 1.4 0.4% 5 +0.0 pp +0.1 pp -0.2 pp -0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.3 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 2 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 1.3 0.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 1.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 1.1 0.5% 4 -0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MSRH, LLC CIK 0002122489 0.630 29 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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