Signals

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☆PSTP

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

Flow ranking

Rank#19562
Score / z0.000 / -0.02
Consensus17.65 over 30 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 ▾
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 11.3 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 10.8 2.8% 4 +0.1 pp +0.1 pp +0.4 pp +2.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 8.7 1.1% 4 -1.3 pp -2.1 pp -2.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 7.1 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 2.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.5 1.1% 3 -0.1 pp -1.4 pp +1.1 pp +1.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.1 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.7 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +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 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 0.0 0.0% 0 -0.0 pp -0.0 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 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 +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -1.3 pp -1.4 pp -1.4 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 PSTP). Qtrs Held counts distinct quarters this fund has actually held PSTP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSTP position size. Δ columns are the percentage-point change in PSTP'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