Signals

← Signals

☆PPA

483 in-universe funds with a nonzero position in PPA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#919
Score / z0.081 / 0.12
Consensus180.88 over 336 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,192.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 328.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 259.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 128.4 0.0% 2 +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 95.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 83.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 54.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 51.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 51.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 46.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 42.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 38.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 25.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.6 0.0% 2 +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 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 18.3 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 13.9 11.9% 2 +0.5 pp +11.9 pp +11.9 pp +11.9 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 13.2 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 12.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 11.2 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 10.7 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 10.5 3.9% 2 -0.8 pp +3.9 pp +3.9 pp +3.9 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 9.5 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 8.8 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 8.2 5.2% 3 -1.7 pp -0.8 pp +5.2 pp +5.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 7.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 7.1 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 7.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.1 1.4% 2 -1.6 pp +1.4 pp +1.4 pp +1.4 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.5 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 3.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 3.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 3.2 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 2.7 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.5 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 2.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.1 0.0% 2 -0.0 pp +0.0 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 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 1.9 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 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 PPA). Qtrs Held counts distinct quarters this fund has actually held PPA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PPA position size. Δ columns are the percentage-point change in PPA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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