Signals

PAPR

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

Flow ranking

Rank#20566
Score / z0.000 / -0.02
Consensus75.73 over 150 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)
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 94.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 18.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 16.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.8 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 11.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 10.0 1.0% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 9.2 1.4% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 8.9 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 8.8 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.4 1.0% 5 -0.2 pp -0.5 pp -0.7 pp -0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.1 1.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.3 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.4 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 5.3 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 5.2 1.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 4.6 2.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 4.4 2.0% 5 +0.7 pp +0.7 pp +0.7 pp +0.5 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 4.3 1.8% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.6 0.4% 5 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
WPWealth LLP CIK 0001950118 0.866 103 3.5 0.5% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 3.5 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 3.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 3.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Blue Water Asset Management CIK 0002033384 0.650 108 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortune Financial Group, Inc. CIK 0002106311 0.038 119 2.1 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.9 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.6 0.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.5 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 1.4 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 1.4 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.4 1.0% 5 -0.0 pp -0.5 pp -0.5 pp -1.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 1.3 0.4% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 1.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.0 0.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.9 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.8 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.8 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.7 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.7 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TrustBank CIK 0002107256 0.632 175 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.6 0.1% 5 -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% 5 -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% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.5 0.3% 2 -0.0 pp +0.3 pp -0.5 pp -0.5 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.4 0.1% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seros Financial, LLC CIK 0002039918 0.494 66 0.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 5 -0.1 pp -0.4 pp -0.6 pp -0.8 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.2 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 5 +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 0.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 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
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
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
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.1 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 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
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
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +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
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
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 Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 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 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -3.1 pp -3.9 pp -4.4 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 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
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 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 (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