Signals

← Signals

☆PDBC

365 in-universe funds with a nonzero position in PDBC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#675
Score / z0.212 / 0.25
Consensus103.81 over 222 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,409.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 410.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 371.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 241.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 115.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 99.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 86.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 73.5 0.0% 1 +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 72.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 53.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 33.1 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 30.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 29.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 25.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 16.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.8 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 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 13.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 11.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 10.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 10.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 9.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 9.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 6.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CIM, LLC CIK 0001364725 0.348 169 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Harbour Investment Management & Counsel, LLC CIK 0001453526 0.371 36 4.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 3.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.8 0.0% 1 +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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +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% 1 +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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 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 PDBC). Qtrs Held counts distinct quarters this fund has actually held PDBC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PDBC position size. Δ columns are the percentage-point change in PDBC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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