Signals

← Signals

☆PGX

485 in-universe funds with a nonzero position in PGX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#92
Score / z2.103 / 2.98
Consensus131.04 over 249 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+38% / 2.3d ⚡

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 881.8 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 172.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 82.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 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 81.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 64.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spectrum Asset Management, Inc. CIK 0001318293 0.663 4 60.4 76.0% 1 +76.0 pp -3.3 pp +76.0 pp +76.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.1 0.0% 3 +0.0 pp -0.0 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 59.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 35.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 18.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 15.1 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 14.4 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 13.8 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 12.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 8.9 4.9% 2 +4.5 pp +4.9 pp +4.9 pp +4.9 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 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 8.1 1.9% 3 +1.8 pp +1.8 pp +1.9 pp +1.9 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 7.4 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 6.8 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 6.6 2.0% 4 -0.2 pp -0.1 pp -0.4 pp +2.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 6.6 2.5% 3 -0.5 pp -1.4 pp +2.5 pp +2.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.4 0.0% 1 +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 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 6.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 4.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 4.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 4.5 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆Field & Main Bank CIK 0001594492 0.202 271 4.5 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 3.0 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 2.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 2.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 1.8 1.4% 3 -0.2 pp +0.0 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 1.8 0.2% 3 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 1.8 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 1.7 0.8% 4 -0.7 pp -0.2 pp -0.8 pp +0.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 1.3 0.4% 3 +0.3 pp +0.2 pp +0.4 pp +0.4 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.8 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.5 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point Windward Advisors Inc. CIK 0001356202 0.195 97 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 PGX). Qtrs Held counts distinct quarters this fund has actually held PGX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PGX position size. Δ columns are the percentage-point change in PGX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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