Signals

← Signals

☆PBA

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

Flow ranking

Rank#20582
Score / z0.000 / -0.02
Consensus163.41 over 274 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,101.5 0.4% 5 +0.0 pp +0.1 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 998.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 774.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 615.8 0.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 599.2 1.0% 5 +0.0 pp +0.3 pp +0.2 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 468.1 0.5% 6 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 460.3 0.6% 5 -0.1 pp -0.0 pp +0.4 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 336.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 326.3 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 307.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 292.8 1.1% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 285.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 275.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 268.4 0.2% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 264.9 0.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 262.2 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 252.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 238.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 213.9 2.2% 5 +0.3 pp +0.3 pp +0.1 pp +0.3 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 211.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 206.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 199.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 180.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 174.1 0.3% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 167.8 4.1% 5 -0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 160.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 156.5 0.3% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 153.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 127.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆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 119.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 113.4 0.6% 5 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 112.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 111.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 97.7 1.9% 5 +0.5 pp +0.4 pp +0.3 pp -0.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 89.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 86.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 83.4 2.4% 5 +0.2 pp -0.0 pp -0.2 pp -0.3 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 79.1 0.5% 5 +0.3 pp +0.4 pp +0.4 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 73.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 73.7 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 71.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.718 71 69.6 4.3% 5 +0.3 pp +0.1 pp -1.0 pp -1.3 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 62.5 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 62.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 56.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 55.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 53.6 2.4% 5 -0.6 pp -0.5 pp -1.2 pp -1.4 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 51.8 0.5% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 48.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 47.6 1.1% 5 +0.7 pp +0.1 pp +0.7 pp -0.4 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 44.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 43.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 43.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 41.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 41.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 40.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 39.8 1.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 38.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 38.0 1.0% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 36.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 30.7 3.5% 5 -0.0 pp +0.1 pp +0.8 pp +2.5 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 30.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 29.1 0.5% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 28.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 26.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 24.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 23.1 1.9% 5 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 22.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 21.5 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 20.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 20.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 20.2 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 15.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 15.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 14.2 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PJT Investments Corp. CIK 0002080606 0.573 10 12.4 4.2% 4 -0.5 pp -1.6 pp -1.7 pp +4.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 11.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 10.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 9.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 9.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 8.9 0.8% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 7.8 0.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 7.8 0.6% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 7.3 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 6.9 2.9% 5 +0.0 pp +0.2 pp -0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 6.5 1.2% 5 +0.1 pp -0.5 pp -0.4 pp -0.3 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 6.5 0.1% 6 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 6.3 0.9% 5 -0.3 pp -0.2 pp -0.0 pp +0.6 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 5.4 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 4.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 4.5 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 4.0 2.6% 5 +0.1 pp +0.4 pp +0.2 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 4.0 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 3.7 1.3% 5 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 3.3 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 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 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.7 2.0% 5 -0.1 pp +0.2 pp -0.0 pp -0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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 PBA). Qtrs Held counts distinct quarters this fund has actually held PBA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PBA position size. Δ columns are the percentage-point change in PBA'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