Signals

← Signals

☆PAAA

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

Flow ranking

Rank#820
Score / z0.160 / 0.12
Consensus90.62 over 173 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-4% / 2.2d

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 2,266.1 2.8% 4 -0.1 pp +0.9 pp +1.4 pp +2.8 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 542.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 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 422.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 311.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 257.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 248.2 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 198.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 160.7 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 134.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 106.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 62.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 62.0 6.0% 4 -0.3 pp -0.1 pp -1.2 pp +6.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 61.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 54.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 49.0 1.5% 6 -0.2 pp -0.4 pp -0.4 pp +1.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 37.9 11.3% 4 +0.6 pp +1.5 pp +1.6 pp +11.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 26.0 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 23.4 6.9% 2 +4.1 pp +6.9 pp +6.9 pp +6.9 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 22.5 8.7% 3 +1.2 pp +5.0 pp +8.7 pp +8.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.2 0.0% 3 -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 19.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 19.0 1.6% 4 +0.2 pp +0.4 pp +0.4 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.1 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.7 0.4% 4 +0.0 pp +0.0 pp +0.2 pp +0.4 pp
☆Addison Capital Co CIK 0001581465 0.465 184 16.8 3.0% 4 +0.1 pp +2.1 pp +2.7 pp +3.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 16.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.6 0.6% 4 -0.2 pp +0.4 pp +0.1 pp +0.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 15.6 0.8% 4 +0.1 pp +0.3 pp +0.7 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 14.2 1.1% 4 -0.3 pp -0.1 pp +0.3 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 12.5 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 11.7 1.4% 2 +1.3 pp +1.4 pp +0.2 pp +1.4 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 11.4 4.1% 4 +1.2 pp +1.2 pp -0.2 pp +4.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 11.4 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 9.9 2.5% 4 -0.0 pp -0.0 pp -0.1 pp +2.5 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 9.0 0.9% 4 +0.2 pp -0.2 pp -0.4 pp +0.9 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 8.9 1.6% 5 +1.2 pp +1.1 pp +1.3 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 8.7 5.3% 4 +0.7 pp +1.5 pp +1.9 pp +5.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.3 0.4% 5 -0.0 pp -0.1 pp +0.1 pp -0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 7.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 6.5 2.5% 4 +1.5 pp +1.5 pp +1.4 pp +2.5 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 6.1 1.2% 4 -1.5 pp -0.9 pp -0.3 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 5.6 6.4% 3 +0.9 pp +2.7 pp +6.4 pp +6.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 5.6 2.1% 4 -0.0 pp +0.4 pp +0.2 pp +2.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.6 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.3 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 5.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.2 0.9% 4 +0.2 pp +0.5 pp +0.5 pp +0.9 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 4.6 0.9% 3 +0.6 pp +0.6 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.5 1.2% 4 +0.3 pp +0.0 pp +1.0 pp +1.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.8 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 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 3.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 2.0 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.9 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 1.9 1.4% 5 +0.2 pp -5.0 pp -6.5 pp -7.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.6 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 1.6 0.2% 4 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.1 0.6% 4 -0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 1.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.1 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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 0.1% 4 -0.0 pp -0.6 pp -0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 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 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.5 0.5% 4 -0.2 pp -0.8 pp -0.6 pp +0.5 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.5 0.2% 4 -0.3 pp -0.5 pp -0.2 pp +0.2 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 4 -0.2 pp -1.4 pp -0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.3% 3 -0.2 pp +0.0 pp +0.3 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -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% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 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 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.5 pp -0.6 pp -0.7 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 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 -0.1 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
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -1.8 pp -0.7 pp -0.4 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -1.6 pp -1.9 pp -2.1 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 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 (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