Signals

← Signals

☆PAGP

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

Flow ranking

Rank#22076
Score / z-0.023 / -0.04
Consensus118.44 over 204 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-1% / 7.6d

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 ▾
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 224.0 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 182.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Amplify Investments, LLC CIK 0001632494 0.000 26 173.6 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 169.5 3.1% 3 -0.5 pp -0.8 pp +3.1 pp +3.1 pp
☆CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 168.8 7.0% 3 +0.4 pp +0.5 pp +7.0 pp +7.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 132.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 92.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 83.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 82.1 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 71.3 4.1% 3 +0.4 pp -0.1 pp +4.1 pp +4.1 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 69.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 67.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 65.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 57.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 55.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 54.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 52.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 51.9 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 46.6 3.4% 3 +0.0 pp -0.8 pp +3.4 pp +3.4 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 42.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 42.1 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 38.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 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 38.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 36.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 35.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 25.7 3.2% 3 +0.2 pp -0.1 pp +3.2 pp +3.2 pp
☆Propel Bio Management, LLC CIK 0001969764 0.225 29 24.4 20.8% 3 -2.4 pp -9.2 pp +20.8 pp +20.8 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 24.4 0.4% 1 +0.4 pp -1.1 pp +0.4 pp +0.4 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 23.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 23.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 21.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 21.6 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 21.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 21.1 0.1% 3 +0.0 pp +0.0 pp +0.1 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 20.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RR Advisors, LLC CIK 0001322613 0.626 25 18.9 5.9% 3 +1.6 pp +0.8 pp +5.9 pp +5.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 16.6 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 16.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 16.0 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 15.5 2.9% 3 +0.2 pp -0.1 pp +2.9 pp +2.9 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 15.3 1.2% 3 -0.1 pp -0.4 pp +1.2 pp +1.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 13.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 12.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 10.3 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 10.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 9.9 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 8.6 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 6.9 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 6.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 5.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 4.4 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 4.4 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.1 0.0% 3 +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 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 3.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3.6 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 3.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 3.5 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 3.3 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.1 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 2.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Founders Capital Management CIK 0001704300 0.418 420 1.9 1.0% 3 -0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 1.5 1.0% 3 -0.0 pp -0.4 pp +1.0 pp +1.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 1.4 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 1.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 1.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp -0.0 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
☆GDS Wealth Management CIK 0001940869 0.458 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 0.0 0.0% 0 -0.1 pp -0.1 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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp -1.0 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
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CenterStar Asset Management, LLC CIK 0001722053 0.000 50 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.2 pp -0.2 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 PAGP). Qtrs Held counts distinct quarters this fund has actually held PAGP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAGP position size. Δ columns are the percentage-point change in PAGP'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