Signals

← Signals

☆PAVE

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

Flow ranking

Rank#1738
Score / z0.001 / -0.02
Consensus249.57 over 503 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 1,295.6 0.1% 5 +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 1,230.1 0.5% 4 +0.0 pp +0.0 pp +0.0 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 541.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 440.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 207.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 167.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 136.9 2.4% 2 +1.6 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 125.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 101.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 100.0 5.6% 4 -0.5 pp -2.0 pp -2.9 pp +5.6 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 92.3 6.8% 4 +0.6 pp +2.6 pp +2.6 pp +6.8 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 82.6 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 79.6 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 78.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 65.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 62.0 0.7% 4 +0.0 pp +0.0 pp -0.4 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 54.6 2.1% 4 +0.1 pp +0.1 pp +0.5 pp +2.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 51.7 1.7% 4 +1.5 pp +0.7 pp +0.8 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 44.6 1.0% 4 +0.4 pp +0.4 pp +0.3 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 42.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 38.8 2.2% 4 -0.9 pp -1.0 pp -0.9 pp +2.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 37.8 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 32.9 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 32.0 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 30.8 3.1% 4 +0.2 pp -0.7 pp -0.7 pp +3.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 28.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 28.0 2.8% 4 +0.1 pp -0.0 pp +0.1 pp +2.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 23.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 20.0 2.4% 4 +0.0 pp -0.1 pp -0.0 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 19.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 19.1 5.8% 4 +0.1 pp +0.1 pp +0.9 pp +5.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 18.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 17.8 0.7% 4 +0.0 pp +0.6 pp -0.2 pp +0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 17.1 3.4% 4 +0.1 pp +0.1 pp +0.2 pp +3.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 16.6 3.4% 4 +0.2 pp -0.0 pp -0.1 pp +3.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 14.5 1.5% 4 -0.3 pp -0.4 pp -0.4 pp +1.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 14.4 1.6% 4 -0.1 pp +1.5 pp +1.5 pp +1.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 13.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 13.0 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 11.6 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 11.0 3.1% 4 +0.8 pp +0.0 pp -0.0 pp +3.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 10.8 0.6% 4 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 10.8 3.9% 4 +0.4 pp +0.3 pp +0.0 pp +3.9 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 10.7 5.0% 4 +0.3 pp +0.3 pp +0.3 pp +5.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.7 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 10.6 5.4% 4 +0.4 pp +0.3 pp +0.5 pp +5.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.5 1.2% 4 +0.6 pp -0.1 pp -0.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 9.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 9.8 1.9% 4 +0.3 pp +0.5 pp +0.6 pp +1.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.7 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 9.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 9.4 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.2 0.3% 2 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 8.8 3.1% 4 +0.1 pp +0.1 pp +0.3 pp +3.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 8.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 8.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 8.0 3.5% 4 +0.1 pp -0.2 pp +0.1 pp +3.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 8.0 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.8 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 7.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 6.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 6.7 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.6 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 6.4 4.2% 4 +0.3 pp +0.4 pp +0.4 pp +4.2 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 6.1 2.0% 4 +0.1 pp -0.0 pp +0.0 pp +2.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 6.1 1.4% 4 +0.2 pp +0.1 pp +0.3 pp +1.4 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 6.0 3.9% 4 -0.0 pp -0.2 pp -0.5 pp +3.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 6.0 0.8% 4 +0.0 pp -0.0 pp +0.1 pp +0.8 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 6.0 0.9% 4 +0.6 pp +0.4 pp +0.4 pp +0.9 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.9 1.1% 4 -0.4 pp -0.4 pp +0.1 pp +1.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 5.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 5.5 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 5.3 8.3% 4 +5.1 pp +5.3 pp +5.5 pp +8.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.2 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 5.1 1.5% 4 +0.3 pp +0.3 pp +0.3 pp +1.5 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.1 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 5.0 2.0% 1 +2.0 pp -1.9 pp +2.0 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 4.8 3.5% 4 +0.3 pp +0.2 pp +0.3 pp +3.5 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 4.8 0.7% 4 +0.0 pp +0.4 pp +0.3 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.6 1.1% 4 +0.1 pp +0.2 pp +0.3 pp +1.1 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 4.5 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 4.5 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 4.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 4.2 1.1% 4 -0.5 pp -0.6 pp -0.6 pp +1.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.6 2.7% 4 +0.2 pp -0.0 pp +0.2 pp +2.7 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 3.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.5 1.1% 4 +0.3 pp -0.2 pp -0.3 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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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 (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