Signals

← Signals

☆PMAY

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

Flow ranking

Rank#19389
Score / z0.000 / -0.02
Consensus49.95 over 95 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 ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 129.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.0 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 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 9.2 1.8% 4 -0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 7.2 0.5% 6 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 5.7 2.6% 6 +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 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 5.0 3.1% 4 -0.6 pp -0.1 pp -1.1 pp +3.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 3.7 0.6% 4 -0.1 pp -0.2 pp -0.5 pp +0.6 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 3.6 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 3.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.4 1.6% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.8 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.6 1.4% 4 +0.0 pp -0.0 pp -0.2 pp +1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.5 0.3% 4 -0.0 pp -0.5 pp -0.5 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.5 1.0% 4 -0.1 pp -0.1 pp -1.3 pp +1.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 2.4 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Element Squared LLC CIK 0002086643 0.213 49 1.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.4 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 1.3 0.6% 4 -0.0 pp -1.4 pp -1.6 pp +0.6 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.1 1.0% 4 -0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.0 0.3% 2 +0.0 pp +0.3 pp -0.0 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 4 -2.2 pp +0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMS Group LLC CIK 0002113632 0.236 57 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.7 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -1.0 pp -1.0 pp -1.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 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
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 PMAY). Qtrs Held counts distinct quarters this fund has actually held PMAY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PMAY position size. Δ columns are the percentage-point change in PMAY'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