Signals

← Signals

☆PCEF

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

Flow ranking

Rank#20759
Score / z0.000 / -0.02
Consensus43.58 over 78 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.1 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 53.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 46.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 29.7 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 18.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 18.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 13.5 1.3% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 7.5 2.3% 1 +2.3 pp +1.5 pp +1.2 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 4.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 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 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.7 0.4% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boxwood Ventures, Inc. CIK 0001885946 0.104 37 0.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 0.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 5 -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
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 -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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +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 +0.0 pp +0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 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
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 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
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 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
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +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 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
☆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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
☆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
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 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
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 PCEF). Qtrs Held counts distinct quarters this fund has actually held PCEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PCEF position size. Δ columns are the percentage-point change in PCEF'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