Signals

← Signals

☆PPA

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

Flow ranking

Rank#22409
Score / z-0.115 / -0.18
Consensus193.82 over 364 funds
Momentumno 12m return

Price & positioning

226 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 1,208.4 0.1% 4 -0.0 pp +0.0 pp +0.0 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 335.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 270.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.9 0.0% 3 -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 102.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 57.0 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 54.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 52.9 0.2% 3 -0.9 pp -1.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 45.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 43.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.2 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 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.7 0.0% 3 +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 26.0 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 17.7 6.6% 3 -0.4 pp -0.5 pp +6.6 pp +6.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 14.0 11.7% 3 -0.2 pp +0.3 pp +11.7 pp +11.7 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 13.1 3.9% 3 -0.7 pp -0.8 pp +3.9 pp +3.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.9 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 11.4 3.9% 3 +0.0 pp -0.8 pp +3.9 pp +3.9 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 11.3 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 10.9 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.2 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 10.0 2.6% 3 +0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 9.6 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 9.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 8.1 5.9% 4 +0.7 pp -1.0 pp -0.1 pp +5.9 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 7.2 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.7 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 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 6.6 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.5 0.4% 3 -0.5 pp -0.5 pp +0.4 pp +0.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.2 1.9% 3 +0.5 pp -1.1 pp +1.9 pp +1.9 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 6.2 1.5% 3 -0.5 pp -0.6 pp +1.5 pp +1.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.9 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.6 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 5.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 4.9 2.4% 3 +0.9 pp +1.8 pp +2.4 pp +2.4 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.6 1.3% 3 -0.7 pp -0.7 pp +1.3 pp +1.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.6 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 3.5 1.0% 3 +0.1 pp +0.7 pp +1.0 pp +1.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.3 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.2 0.7% 3 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 3.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.9 1.8% 3 -0.4 pp -0.3 pp +1.8 pp +1.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 2.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 2.7 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 2.6 1.4% 3 -0.6 pp -0.6 pp +1.4 pp +1.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.6 0.0% 3 +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% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.3 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 2.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.0 1.5% 3 +0.0 pp +0.9 pp +1.5 pp +1.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 -0.3 pp -0.3 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
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp -0.3 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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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 -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 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
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -2.4 pp -1.9 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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 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
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.8 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
☆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
☆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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 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
☆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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 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 (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