Signals

← Signals

☆PTL

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

Flow ranking

Rank#24133
Score / z-0.038 / -0.06
Consensus50.00 over 94 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 94.0 6.5% 5 +1.1 pp +1.1 pp +1.4 pp +1.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 83.7 4.0% 2 +0.1 pp +4.0 pp -2.8 pp -0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 45.5 19.4% 6 +1.1 pp +2.1 pp +2.1 pp +5.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 33.6 1.6% 5 -0.6 pp +1.4 pp +1.4 pp +1.5 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 26.4 15.5% 5 +0.6 pp -3.1 pp -1.9 pp -2.7 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 23.0 7.7% 5 +2.9 pp +2.4 pp +2.7 pp +3.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 18.5 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.1 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 12.8 4.8% 5 +1.4 pp +1.1 pp +1.2 pp +1.4 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 12.0 0.5% 5 -0.3 pp -0.5 pp -0.6 pp -0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.8 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 8.6 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 8.2 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.1 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 7.1 2.2% 4 +0.3 pp +0.9 pp +1.6 pp +2.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.9 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 6.0 1.1% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 4.1 2.6% 5 +0.2 pp +0.6 pp +0.5 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 3.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.9 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.6 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 1.6 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.5 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gambit Capital Management, LLC CIK 0002107464 0.468 102 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 1.1 0.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 1.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.1 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.2 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 +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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.5 pp -0.5 pp -0.8 pp -0.8 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
☆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
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 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 +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 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 -0.1 pp -0.1 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 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 PTL). Qtrs Held counts distinct quarters this fund has actually held PTL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PTL position size. Δ columns are the percentage-point change in PTL'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