Signals

← Signals

☆PPL

1150 in-universe funds with a nonzero position in PPL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19452
Score / z0.000 / -0.02
Consensus349.16 over 640 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,415.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,674.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,516.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,104.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 936.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 737.0 0.0% 4 +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 648.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 550.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 511.3 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 483.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 478.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 332.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 328.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 318.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 313.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 300.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 216.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 207.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 193.9 0.6% 4 -0.1 pp -0.3 pp -0.5 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 193.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 193.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 192.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 179.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 176.5 2.6% 4 +0.8 pp +0.3 pp +0.8 pp +2.6 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 159.7 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 158.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 153.4 2.5% 4 -0.0 pp +0.1 pp +0.2 pp +2.5 pp
☆REAVES W H & CO INC CIK 0000740913 0.781 94 141.6 2.3% 4 -0.4 pp -0.5 pp -0.5 pp +2.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 139.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 124.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 122.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 119.4 0.0% 4 +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 116.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 115.2 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 112.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 101.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 101.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 101.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 93.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 88.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 82.9 0.0% 4 +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 80.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 80.1 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 73.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 72.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 71.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 64.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 63.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 61.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 60.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 59.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 58.9 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 56.3 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 52.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 50.2 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 50.1 0.1% 4 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 49.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 49.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 46.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 44.1 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 44.0 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 44.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 43.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 42.5 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 42.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 40.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventail Capital Group, LP CIK 0001803822 0.064 155 38.1 1.8% 4 +1.3 pp +1.3 pp -1.9 pp +1.8 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 37.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 35.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 33.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 32.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 31.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 29.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 29.1 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Verbena Value LP CIK 0002082932 0.500 31 28.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.2 0.0% 4 +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 28.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 28.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 27.7 0.3% 4 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 24.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 24.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 23.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 23.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 22.6 0.3% 4 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 22.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 21.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 21.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 20.8 0.2% 2 +0.1 pp +0.2 pp -0.1 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 20.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 20.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 19.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 17.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 16.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 15.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 15.1 0.9% 3 -0.0 pp -1.3 pp +0.9 pp +0.9 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 15.0 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 13.5 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 13.2 0.0% 4 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 12.5 0.4% 4 -0.0 pp -0.5 pp -0.4 pp +0.4 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 12.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 11.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 11.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 11.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Fisher Funds Management LTD CIK 0001435028 0.536 174 10.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 10.8 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 10.5 0.7% 4 +0.2 pp +0.4 pp +0.0 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 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 -0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp -0.1 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
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 pp -1.1 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
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☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ninepoint Partners LP CIK 0001715635 0.295 162 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 0 -4.0 pp -4.8 pp -4.4 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 PPL). Qtrs Held counts distinct quarters this fund has actually held PPL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PPL position size. Δ columns are the percentage-point change in PPL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status