Signals

← Signals

☆PTY

249 in-universe funds with a nonzero position in PTY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#19450
Score / z0.000 / -0.01
Consensus74.29 over 139 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.3 0.0% 3 -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 32.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 20.6 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 16.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 8.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.5 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 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 6.5 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 3 -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 5.8 0.0% 3 -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 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 4.5 2.3% 3 -0.3 pp -0.3 pp +2.3 pp +2.3 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 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 2.1 1.8% 3 +0.2 pp +0.5 pp +1.8 pp +1.8 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 2.1 1.7% 4 -0.2 pp -0.5 pp -0.5 pp +1.7 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 1.8 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.6 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 1.3 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.2 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 1.0 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.8 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.8 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆GHE, LLC CIK 0001910179 0.736 57 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.4 0.2% 3 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.3 0.2% 2 -0.7 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.2 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 -0.4 pp -0.4 pp -0.8 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -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% 0 -0.0 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 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 PTY). Qtrs Held counts distinct quarters this fund has actually held PTY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PTY position size. Δ columns are the percentage-point change in PTY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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