Signals

← Signals

☆PTLC

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

Flow ranking

Rank#22368
Score / z-0.022 / -0.04
Consensus72.88 over 140 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+139% / 1.0d

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 302.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 293.4 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 194.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 131.5 9.0% 4 +0.0 pp +0.1 pp +0.5 pp +9.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 121.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 114.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 112.5 7.7% 4 -0.7 pp -0.8 pp -0.7 pp +7.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 76.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 34.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 26.2 13.2% 4 -1.1 pp -1.7 pp -2.0 pp +13.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.0 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 19.3 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 16.1 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 14.9 2.3% 4 -0.1 pp -0.3 pp -0.2 pp +2.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 11.7 4.7% 4 -0.4 pp -0.6 pp -0.4 pp +4.7 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 10.7 1.4% 4 -0.2 pp -0.2 pp -0.2 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 9.0 8.7% 4 -1.9 pp -2.5 pp -2.7 pp +8.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.4 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 8.0 1.1% 4 +0.0 pp -0.0 pp -0.2 pp +1.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 7.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.9 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.3 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 6.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 5.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 5.3 0.4% 1 +0.4 pp +0.4 pp +0.2 pp +0.4 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 4.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 4.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 4.2 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 4.0 3.9% 4 -0.2 pp -0.3 pp -0.3 pp +3.9 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 3.9 3.1% 4 +0.4 pp +0.1 pp -0.8 pp +3.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.6 0.7% 5 -0.2 pp -0.4 pp -0.2 pp -0.3 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 3.6 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 2.5 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.2 0.9% 3 +0.0 pp +0.6 pp +0.9 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 2.1 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.1 1.6% 4 +0.0 pp +0.0 pp +0.1 pp +1.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 1.5 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.4 0.4% 4 -0.4 pp -0.3 pp -0.4 pp +0.4 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.4 0.4% 4 -0.5 pp -0.4 pp -0.3 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.2 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 1.2 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.1 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.1 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 1.1 0.4% 4 -0.1 pp -1.6 pp -0.3 pp +0.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.9 0.3% 4 -2.1 pp -2.3 pp -4.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 -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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.6 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.6 0.4% 4 -0.0 pp -0.7 pp -0.8 pp +0.4 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.6 0.4% 1 +0.4 pp -0.0 pp -0.1 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.5 0.1% 4 -0.8 pp -0.7 pp -0.8 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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 PTLC). Qtrs Held counts distinct quarters this fund has actually held PTLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PTLC position size. Δ columns are the percentage-point change in PTLC'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