Signals

← Signals

☆PAUG

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

Flow ranking

Rank#19144
Score / z0.000 / -0.02
Consensus35.70 over 81 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 137.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 10.4 0.4% 4 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 10.2 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 9.9 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.5 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.3 0.1% 4 -0.4 pp -0.4 pp -0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.0 1.7% 4 -0.1 pp -0.1 pp +0.3 pp +1.7 pp
☆McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 5.3 3.3% 4 -0.8 pp -0.2 pp -1.1 pp +3.3 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 5.1 1.3% 4 -0.0 pp -0.0 pp +0.1 pp +1.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 3.6 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 3.6 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.3 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 3.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 2.9 0.5% 1 +0.5 pp +0.5 pp -0.0 pp +0.5 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.7 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.7 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.5 1.0% 4 -0.1 pp -0.2 pp -0.5 pp +1.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.5 1.1% 4 -0.2 pp -0.2 pp +0.0 pp +1.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.4 1.3% 4 +0.0 pp -0.1 pp +0.2 pp +1.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 2.2 1.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 2.1 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 1.9 1.0% 4 -0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.7 0.4% 4 -0.0 pp -0.2 pp +0.1 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.6 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.4 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.4 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.7 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.3 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 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 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 -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% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -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% 4 -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% 2 -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% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 -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 -0.1 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.4 pp -0.4 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 -0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 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 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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
☆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
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 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
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 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 -0.8 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 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 PAUG). Qtrs Held counts distinct quarters this fund has actually held PAUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAUG position size. Δ columns are the percentage-point change in PAUG'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