Signals

← Signals

☆PDBC

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

Flow ranking

Rank#765
Score / z0.187 / 0.15
Consensus149.07 over 301 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-70% / 1.0d

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 1,762.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 597.6 1.6% 4 +0.4 pp +0.3 pp +0.3 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 532.8 0.1% 4 +0.0 pp +0.0 pp +0.0 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 361.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 154.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 116.1 3.4% 4 +0.4 pp +0.3 pp +0.6 pp +3.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 95.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 94.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 84.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 48.6 12.7% 4 +3.7 pp +0.9 pp -0.3 pp +12.7 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 47.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 41.3 1.6% 4 +0.4 pp +0.3 pp +0.1 pp +1.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 37.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 36.6 0.1% 4 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 19.2 4.3% 4 +0.7 pp +0.9 pp +0.9 pp +4.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 17.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 17.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 16.4 1.1% 4 +0.3 pp +0.3 pp +0.1 pp +1.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 16.2 7.7% 4 -2.7 pp +1.3 pp +1.2 pp +7.7 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 15.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 13.6 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 12.9 8.6% 4 +1.8 pp +1.6 pp +1.5 pp +8.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 12.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 12.0 4.9% 4 +2.2 pp +1.8 pp +1.8 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 10.2 2.1% 4 +0.6 pp +0.4 pp -0.3 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 9.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 9.4 2.2% 4 +1.0 pp +1.0 pp +1.0 pp +2.2 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 9.3 1.7% 4 +0.4 pp +0.4 pp +0.4 pp +1.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.9 2.4% 4 +0.6 pp +0.7 pp +1.0 pp +2.4 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 8.9 1.5% 4 +0.6 pp +0.3 pp +0.2 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.6 0.3% 4 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 8.0 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.8 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CIM, LLC CIK 0001364725 0.348 169 7.2 1.0% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 6.4 3.6% 4 +0.7 pp -2.7 pp -2.8 pp +3.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.4 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 6.2 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.2 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 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 6.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 6.0 0.4% 4 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 6.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 5.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 5.8 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 5.1 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 5.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.9 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 4.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 4.7 3.9% 4 +1.0 pp +0.9 pp +0.8 pp +3.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 4.5 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.4 0.6% 4 +0.4 pp +0.4 pp +0.5 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.2 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 3.5 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 3.4 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.0 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 3.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 2.9 1.9% 4 +0.3 pp +0.2 pp +0.3 pp +1.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.8 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.7 1.5% 5 +0.0 pp +1.2 pp +1.2 pp +1.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.6 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 2.3 1.1% 3 +0.1 pp +0.7 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 2.3 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.2 0.9% 4 +0.4 pp +0.5 pp +0.4 pp +0.9 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 2.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.0 0.1% 3 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.9 1.3% 4 +0.3 pp +0.1 pp +0.5 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 1.7 0.5% 1 +0.5 pp +0.5 pp +0.3 pp +0.5 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.7 1.1% 4 +0.3 pp +0.2 pp +0.3 pp +1.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.6 0.8% 4 +0.1 pp -0.3 pp -0.3 pp +0.8 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.5 0.4% 4 +0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.4 0.9% 4 +0.4 pp +0.3 pp -0.1 pp +0.9 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Addison Capital Co CIK 0001581465 0.465 184 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 4 +0.0 pp +0.0 pp -0.3 pp +0.1 pp
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☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +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% 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 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
☆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
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆C2C Wealth Management, LLC CIK 0001868903 0.341 95 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 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
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -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% 0 -0.0 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 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 -1.8 pp -1.7 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -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% 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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆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
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +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% 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
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 (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