Signals

← Signals

☆PTRB

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

Flow ranking

Rank#959
Score / z0.102 / 0.11
Consensus41.27 over 69 funds
Momentum-0.23 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-1%
Short interest+29% / 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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 114.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 91.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 56.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 38.2 2.0% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 36.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 36.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 32.4 3.2% 5 -0.4 pp -0.4 pp -0.3 pp -0.4 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 27.9 11.1% 5 -0.3 pp -0.9 pp -0.1 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 22.2 3.3% 5 -0.2 pp -0.2 pp -0.1 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 13.3 5.6% 5 -0.6 pp -0.4 pp -0.3 pp -0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 12.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 11.6 2.8% 4 -0.2 pp +0.0 pp +0.0 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 10.5 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 9.6 2.7% 5 -0.2 pp -0.2 pp -0.9 pp -1.3 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 8.5 3.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.9 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 7.8 2.4% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 7.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 6.6 0.9% 4 -0.3 pp -0.2 pp -0.2 pp +0.9 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.8 1.4% 5 -0.0 pp +0.1 pp +0.3 pp +0.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.5 1.4% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 3.6 0.3% 4 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.4 0.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 3.1 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 2.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.5 1.1% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.9 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.5 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.4 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -2.2 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 1.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -1.1 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 0.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.3 0.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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
☆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
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.0 0.0% 0 -0.6 pp -0.6 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
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 PTRB). Qtrs Held counts distinct quarters this fund has actually held PTRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PTRB position size. Δ columns are the percentage-point change in PTRB'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