Signals

← Signals

☆PAAA

147 in-universe funds with a nonzero position in PAAA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1104
Score / z0.059 / 0.06
Consensus61.08 over 116 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,063.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 268.5 0.0% 2 +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 160.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 148.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 67.1 1.8% 3 +1.4 pp +1.7 pp +1.8 pp +1.8 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 66.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 44.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.4 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 43.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.4 0.1% 1 +0.1 pp +0.1 pp +0.1 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 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 35.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 27.7 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 15.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 13.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 10.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 9.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 9.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 9.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 8.1 7.8% 2 -1.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.1 0.2% 2 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.464 184 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 -0.3 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 PAAA). Qtrs Held counts distinct quarters this fund has actually held PAAA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAAA position size. Δ columns are the percentage-point change in PAAA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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