Signals

← Signals

☆PZA

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

Flow ranking

Rank#19622
Score / z0.000 / -0.02
Consensus116.70 over 212 funds
Momentumnot computed

Price & positioning

223 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 ▾
☆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 1,267.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 494.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 166.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 111.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 100.3 1.5% 4 -0.0 pp -0.0 pp +0.0 pp +1.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 94.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 63.0 0.0% 4 +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 49.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 45.6 2.2% 3 +1.6 pp +1.7 pp +2.2 pp +2.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 41.5 0.2% 2 +0.0 pp +0.2 pp -0.0 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 36.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 16.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 15.9 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.8 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.1 0.4% 4 -0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 10.2 2.0% 3 +1.6 pp +1.6 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 9.8 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.4 0.0% 5 -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 9.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.8 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 4 -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 6.9 0.0% 4 -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 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.2 0.5% 6 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 5.9 0.3% 4 +0.2 pp -0.0 pp +0.0 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 5.6 1.5% 3 -0.4 pp +0.5 pp +1.5 pp +1.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.5 0.8% 4 +0.1 pp +0.1 pp -0.7 pp +0.8 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.5 1.3% 4 -0.1 pp -0.5 pp -0.6 pp +1.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 5.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.7 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.3 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 5 +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 4.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.1 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 4.0 0.5% 4 +0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 3.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.3 1.1% 3 +0.6 pp +0.7 pp +1.1 pp +1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.4 0.9% 3 +0.6 pp +0.6 pp +0.9 pp +0.9 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 2.3 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.2 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.8 0.8% 4 +0.1 pp -0.0 pp +0.0 pp +0.8 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.7 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 1.6 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 1.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.4 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.2 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.6 0.2% 4 -0.3 pp -0.3 pp -0.3 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.5 0.4% 2 +0.0 pp +0.4 pp +0.1 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 PZA). Qtrs Held counts distinct quarters this fund has actually held PZA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PZA position size. Δ columns are the percentage-point change in PZA'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