Signals

PAPR

223 in-universe funds with a nonzero position in PAPR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#20727
Score / z0.000 / -0.00
Consensus57.03 over 115 funds
Momentumnot computed

Price & positioning

225 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 85.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 20.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 9.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 8.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 8.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 8.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 7.4 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 6.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.6 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.5 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 4.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.9 1.9% 4 -0.1 pp -0.1 pp -0.3 pp +1.9 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
WPWealth LLP CIK 0001950118 0.866 103 3.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 2.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
SFMG, LLC CIK 0001512026 0.796 334 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.9 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 1.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.3 0.3% 3 -0.0 pp -0.4 pp +0.3 pp +0.3 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 1.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Chris Bulman Inc CIK 0002032404 0.343 165 1.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seros Financial, LLC CIK 0002039918 0.494 66 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 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
McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 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
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 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
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 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
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 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
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 PAPR). Qtrs Held counts distinct quarters this fund has actually held PAPR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAPR position size. Δ columns are the percentage-point change in PAPR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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