Signals

← Signals

☆PEP

192 in-universe funds with a nonzero position in PEP within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#191
Score / z0.014 / 0.07
Consensus59.44 over 122 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-1% / 2.7d

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 4,093.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 3,916.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,441.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,393.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,072.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 465.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 422.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 329.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 203.5 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 168.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 160.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 158.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 153.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 109.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 85.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆STRS OHIO CIK 0000820478 0.777 2154 82.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 78.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 74.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 67.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 47.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 36.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 35.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 33.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 22.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 21.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 21.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 20.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 19.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 16.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AMIRAL GESTION CIK 0001828064 0.427 16 16.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 15.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 14.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 13.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 9.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 9.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED BANK CIK 0001286478 0.652 130 9.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 8.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 7.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 7.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 5.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 4.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 3.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ANB BANK CIK 0002067126 0.446 127 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHE, LLC CIK 0001910179 0.736 57 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 1.8 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.7 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 1.4 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Altrafin AG CIK 0002110313 0.476 44 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆111 Capital CIK 0002060412 0.025 488 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 PEP). Qtrs Held counts distinct quarters this fund has actually held PEP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PEP position size. Δ columns are the percentage-point change in PEP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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