Signals

← Signals

☆PZA

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

Flow ranking

Rank#21087
Score / z0.000 / -0.02
Consensus127.40 over 238 funds
Momentumnot computed

Price & positioning

226 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 1,374.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 575.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 172.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 124.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 100.8 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 95.2 0.0% 5 +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 76.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 55.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 52.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 50.8 2.0% 4 -0.2 pp +1.5 pp +1.5 pp +2.0 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 50.2 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 42.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 41.4 0.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 37.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.0 0.0% 5 -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 24.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 19.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 18.5 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.7 1.3% 4 +0.4 pp +0.9 pp +0.9 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 12.1 2.0% 4 -0.0 pp +1.6 pp +1.6 pp +2.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.6 0.3% 4 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 9.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.1 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 8.9 0.6% 4 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.5 0.0% 3 +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 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.5 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 7.4 1.5% 5 +0.3 pp +0.2 pp -0.3 pp -0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.2 0.5% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 6.1 0.2% 5 -0.0 pp +0.2 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 5.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.7 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 5.3 1.2% 4 -0.2 pp -0.6 pp +0.2 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 5.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.1 1.2% 4 +0.1 pp +0.7 pp +0.8 pp +1.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.9 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 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 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.4 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.4 1.0% 4 +0.4 pp +0.8 pp +0.8 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 4.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 4.2 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 4.1 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.0 0.8% 5 +0.5 pp +0.5 pp +0.4 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 2.6 0.8% 4 -0.0 pp +0.5 pp +0.5 pp +0.8 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 2.4 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 2.3 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.3 1.0% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.2 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 2.2 1.2% 5 -0.2 pp -0.1 pp -0.3 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 1.8 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 1.5 0.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 1.4 0.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 2 -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 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.3 0.9% 3 -0.5 pp +0.6 pp +0.9 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.2 0.6% 4 -0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 1.1 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.1 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 0.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.7 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -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 +0.0 pp -0.7 pp -0.9 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.2 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 +0.0 pp -0.1 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
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.2 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -2.1 pp -2.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 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 +0.0 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 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
☆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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 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
☆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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆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
☆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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 (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