Signals

← Signals

☆PPLT

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

Flow ranking

Rank#19452
Score / z0.000 / -0.02
Consensus78.80 over 148 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 ▾
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 63.8 1.3% 4 +0.1 pp +0.3 pp +0.4 pp +1.3 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 50.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 41.3 1.5% 4 +0.0 pp +0.3 pp +0.3 pp +1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 28.5 4.5% 4 -2.6 pp -2.8 pp -4.6 pp +4.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.0 0.0% 4 -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 17.6 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 14.4 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 13.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 12.8 5.5% 6 +0.9 pp +1.0 pp +1.1 pp -0.5 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 11.1 1.9% 4 +0.1 pp +0.6 pp +1.1 pp +1.9 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 10.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 10.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 9.1 0.9% 4 -0.1 pp +0.2 pp +0.6 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.9 0.0% 5 -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 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 7.7 4.8% 3 +1.5 pp +2.4 pp +4.8 pp +4.8 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 7.1 6.2% 4 -1.0 pp -0.9 pp -0.4 pp +6.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam AG CIK 0002110914 0.135 50 5.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.3 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆WIT Partners Advisory Pte. Ltd. CIK 0002000043 0.552 16 4.1 1.2% 3 +0.5 pp +0.6 pp +1.2 pp +1.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 4.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mizuho Markets Cayman LP CIK 0001803149 0.000 89 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 2.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 2.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAlvany Wealth Management LLC CIK 0002123857 0.296 48 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 1.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 1.6 0.2% 4 -0.0 pp -0.0 pp -0.5 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 1.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 1.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.9 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.9 0.4% 4 -0.3 pp -0.4 pp -0.3 pp +0.4 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.7 0.2% 3 -0.5 pp -0.4 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 0.6 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.6 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 4 -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 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.5 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.2 0.1% 4 +0.0 pp -0.2 pp -0.2 pp +0.1 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 PPLT). Qtrs Held counts distinct quarters this fund has actually held PPLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PPLT position size. Δ columns are the percentage-point change in PPLT'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