Signals

← Signals

☆PMAY

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

Flow ranking

Rank#20971
Score / z0.000 / -0.02
Consensus85.93 over 161 funds
Momentumnot computed

Price & positioning

225 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 135.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.4 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 9.4 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 7.4 0.4% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.7 2.7% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 5.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 5.3 2.8% 5 -0.3 pp -0.9 pp -0.4 pp -1.4 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 5.3 2.5% 2 +0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 4.2 1.9% 5 +0.6 pp +0.6 pp +0.5 pp +0.3 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.6 1.5% 7 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 3.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.5 0.7% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 3.5 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.5 0.4% 5 +0.1 pp +0.0 pp -0.4 pp -0.5 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 3.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.2 1.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 3.2 0.7% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 2.7 0.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.6 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.5 0.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.0 pp
☆Element Squared LLC CIK 0002086643 0.213 49 1.9 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 1.5 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 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 1.4 0.7% 5 +0.0 pp +0.0 pp -1.4 pp -1.6 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.2 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 1.0 0.5% 1 +0.5 pp -0.1 pp -0.2 pp -0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.0 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
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp -0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 1 +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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.4 0.3% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.1% 5 +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% 5 -0.0 pp -2.2 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WMS Group LLC CIK 0002113632 0.236 57 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 7 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +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% 5 -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
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.7 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.1 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆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
☆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
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.2 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆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
☆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
☆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
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 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 +0.0 pp -0.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 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 +0.0 pp -0.1 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
☆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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (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