Signals

← Signals

☆PPA

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

Flow ranking

Rank#21135
Score / z0.000 / -0.02
Consensus205.27 over 404 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆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 1,372.2 0.1% 6 -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 394.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 346.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 141.1 0.0% 5 -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 132.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 115.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 84.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 65.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.2 2.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 59.5 0.9% 1 +0.9 pp +0.7 pp -0.1 pp -0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 58.3 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 45.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 45.4 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 42.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.7 0.4% 4 +0.0 pp +0.2 pp +0.1 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.6 0.0% 5 -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 29.4 1.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.0 0.1% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 22.8 0.3% 5 -0.6 pp -0.5 pp -0.5 pp -0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.8 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 20.8 5.2% 5 +1.1 pp +1.3 pp +0.6 pp +0.4 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 18.9 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 18.5 6.2% 5 -0.3 pp -0.3 pp -0.7 pp -0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 17.6 0.3% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 15.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 13.0 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 12.5 4.1% 5 -0.2 pp +0.2 pp +0.2 pp -0.6 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 11.2 2.2% 5 -0.5 pp -0.3 pp -0.3 pp -0.6 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 10.8 1.3% 5 -0.7 pp -0.5 pp -0.6 pp -0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 10.6 4.0% 5 +0.7 pp +1.6 pp +2.5 pp +3.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 9.8 5.2% 1 +5.2 pp -0.7 pp +0.1 pp -1.7 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 9.1 1.8% 4 +0.1 pp +0.5 pp +0.6 pp +1.8 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 9.0 1.1% 4 +0.1 pp +0.5 pp +0.6 pp +1.1 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 8.7 7.3% 5 -5.2 pp -4.4 pp -4.7 pp -4.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 7.6 5.7% 2 +0.6 pp +5.7 pp +5.7 pp +5.7 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 7.6 1.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 7.4 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 7.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 7.1 1.4% 5 -0.0 pp -0.5 pp +0.0 pp -1.6 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 7.0 1.3% 5 -0.2 pp -0.2 pp -0.7 pp -0.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.8 0.7% 5 -0.1 pp +0.3 pp -0.2 pp -0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 6.6 0.3% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 6.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 6.4 1.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 6.4 1.8% 5 +0.2 pp +0.4 pp -0.3 pp -0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.8 0.2% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 5.4 2.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Henson-Edgewater Management, LLC CIK 0002115631 0.430 66 5.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.2 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 5.1 1.8% 4 +0.1 pp +0.7 pp +0.8 pp +1.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 5.0 2.4% 2 -0.8 pp +2.4 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 4.9 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.9 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 4.4 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 4.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 4.2 0.8% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 4.0 1.7% 2 -0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.9 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 3.7 1.1% 5 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.6 0.0% 5 -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 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 3.6 3.0% 3 -0.3 pp +0.1 pp +3.0 pp +3.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.5 0.1% 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 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 3.4 0.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.9 0.6% 5 -0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.8 1.5% 5 -0.3 pp -0.3 pp -0.7 pp -0.6 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 2.7 0.7% 3 -0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.7 1.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 2.6 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 2.5 1.3% 5 -0.2 pp -0.1 pp -0.7 pp -0.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.4 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.3 1.7% 5 -0.2 pp +0.1 pp +0.1 pp +1.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.1 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 1.8 0.8% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 5 -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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.5 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Systelligence, LLC CIK 0001882691 0.094 62 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.1 0.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.2 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
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.6 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.1 pp -0.1 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 0.0 0.0% 0 -1.5 pp -1.6 pp -1.6 pp -1.6 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.0 0.0% 0 -0.2 pp -1.8 pp -1.6 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
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 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 +0.0 pp +0.0 pp -0.1 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp -0.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆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
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 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 +0.0 pp +0.0 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 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
☆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
☆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
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 (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