Signals

← Signals

☆PAVE

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

Flow ranking

Rank#1471
Score / z0.006 / 0.01
Consensus222.01 over 422 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 ▾
☆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 1,155.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 1,132.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 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 473.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 347.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 172.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 163.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 144.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 106.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 100.9 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 91.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 90.1 7.7% 2 -0.8 pp +7.7 pp +7.7 pp +7.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 68.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 57.0 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 53.6 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 51.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 48.2 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 47.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 45.2 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 30.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 30.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 28.8 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 25.8 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 25.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 24.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 18.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 17.5 5.6% 2 +0.7 pp +5.6 pp +5.6 pp +5.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 17.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.9 0.0% 2 -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 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 15.7 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 14.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 14.4 2.8% 2 -1.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 13.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 11.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 11.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 11.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 11.6 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 11.0 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 10.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 10.6 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 9.7 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 9.5 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 9.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 9.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 8.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 8.7 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 7.7 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 7.4 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 7.1 3.9% 2 +0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 5.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 5.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 5.5 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 5.4 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 5.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 5.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.8 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 4.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 4.3 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 4.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 4.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 3.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.5 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 3.4 0.6% 2 -1.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 3.2 1.6% 3 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 3.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 3.1 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 3.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 2.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 2.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 2.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peoples Bank/KS CIK 0001998269 0.180 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.0 0.0% 0 -0.1 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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 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
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PAVE). Qtrs Held counts distinct quarters this fund has actually held PAVE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PAVE position size. Δ columns are the percentage-point change in PAVE'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