Signals

PCQ

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

Flow ranking

Rank#20779
Score / z0.000 / -0.02
Consensus29.81 over 51 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 23.1 1.1% 5 +0.0 pp +0.1 pp -0.1 pp +0.7 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 18.2 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 14.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 10.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 7.6 3.0% 5 -0.1 pp -0.5 pp -0.6 pp +2.4 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 6.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Almitas Capital LLC CIK 0001596468 0.265 130 6.4 1.5% 5 +0.3 pp +0.3 pp +1.2 pp +1.1 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 5.7 2.5% 3 +0.2 pp +1.1 pp +2.5 pp +1.8 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.8 0.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 4.3 0.9% 2 -0.6 pp +0.9 pp -1.1 pp +0.3 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 3.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 3.3 2.2% 5 -0.4 pp -0.6 pp -0.9 pp +0.1 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 2.6 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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Professional Financial Management, Inc. CIK 0002130270 0.369 24 1.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.7 0.9% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 1.7 0.5% 4 +0.3 pp -0.1 pp -0.1 pp +0.5 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 1.5 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.4 0.0% 4 +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 1.1 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 1.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 0.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 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 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.260 415 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.1 0.0% 1 +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
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 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
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
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
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 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
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 PCQ). Qtrs Held counts distinct quarters this fund has actually held PCQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PCQ position size. Δ columns are the percentage-point change in PCQ'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