Signals

← Signals

☆PDBC

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

Flow ranking

Rank#24209
Score / z-0.027 / -0.05
Consensus139.49 over 282 funds
Momentum-0.01 =

Price & positioning

226 cached closes, trailing year
Drawdown-16%
Short interest-42% / 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 1,062.0 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 520.0 1.2% 5 -0.3 pp +0.1 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 494.3 0.1% 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 314.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 157.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 121.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 109.6 2.9% 5 -0.5 pp -0.1 pp -0.2 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 87.2 0.0% 2 -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 61.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 43.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 42.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 41.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 33.9 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 28.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 26.6 7.0% 5 -5.8 pp -2.1 pp -4.9 pp -6.1 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 23.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 17.1 3.5% 5 -0.8 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 16.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 14.7 5.7% 5 -2.0 pp -4.7 pp -0.7 pp -0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 13.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 13.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 12.9 0.7% 5 -0.4 pp -0.1 pp -0.1 pp -0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 12.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 10.4 3.9% 5 -1.0 pp +1.2 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.2 0.1% 5 -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 10.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 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 9.4 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 8.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 8.1 1.7% 5 +0.2 pp +0.8 pp +0.5 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 8.0 1.9% 2 -3.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 8.0 1.7% 5 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 7.9 0.8% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 7.1 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 7.1 3.5% 6 +2.0 pp +2.1 pp +3.2 pp +3.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.0 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.9 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 6.4 0.8% 6 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 5.9 3.0% 5 -0.6 pp +0.1 pp -3.3 pp -3.4 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.9 0.3% 5 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.6 1.8% 3 +0.0 pp +1.0 pp +1.8 pp +1.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.5 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 5.5 0.6% 3 -0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 5.2 2.3% 2 -0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 4.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 4.8 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 4.3 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 4.3 3.4% 5 -0.6 pp +0.4 pp +0.4 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 4.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.1 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 4.1 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 4.0 1.7% 4 +0.6 pp +0.6 pp +1.3 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.9 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 3.7 0.9% 5 -0.3 pp -0.5 pp -0.5 pp -0.6 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 3.6 0.4% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.5 0.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.6 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 3.5 2.2% 4 -0.2 pp -0.1 pp +0.0 pp +2.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.4 0.1% 5 -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 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 3.3 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 3.1 2.1% 2 -3.1 pp +2.1 pp +2.1 pp +2.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 3.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 3.0 1.0% 4 +0.0 pp +0.5 pp +0.5 pp +1.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.7 0.3% 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
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 2.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 2.3 0.5% 2 -1.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 2.3 1.4% 5 -0.5 pp -0.2 pp -0.3 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 2.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.1 0.8% 5 -0.1 pp +0.3 pp +0.4 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.0% 5 -0.3 pp -0.2 pp +0.0 pp -0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.0 0.9% 1 +0.9 pp +0.9 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 1.9 0.8% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.7 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 5 +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 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 1.6 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 1.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.5 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.5 0.2% 5 -0.5 pp -0.1 pp -0.0 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.5 0.9% 5 -0.2 pp +0.1 pp +0.0 pp +0.1 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.4 0.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.3 0.6% 5 -0.2 pp -0.1 pp -0.4 pp -0.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.2 0.4% 3 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
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☆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
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 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
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -1.3 pp -0.1 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 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
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.7 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 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
☆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
☆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
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +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% 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
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.2 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 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 +0.0 pp -0.1 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 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
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.2 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
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 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
☆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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 -2.4 pp -1.8 pp -1.7 pp -1.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -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% 0 +0.0 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
☆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
☆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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 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
☆Cerity Partners LLC CIK 0001566475 0.916 3288 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
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 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
☆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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -2.1 pp -1.5 pp -1.7 pp -2.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 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 +0.0 pp -0.1 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 +0.0 pp -0.1 pp -0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 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 +0.0 pp -0.1 pp -0.1 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
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.0 0.0% 0 -0.9 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
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -1.6 pp -1.2 pp -1.3 pp -1.5 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
☆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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.6 pp -0.4 pp -0.4 pp -0.4 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -1.1 pp -0.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.1 pp -0.2 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
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 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
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 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
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -1.3 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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆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
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.6 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
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.1 pp +0.0 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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 +0.0 pp -0.2 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp -0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.3 pp -0.4 pp -0.2 pp -0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 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
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 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
☆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
☆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
☆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
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.0 0.0% 0 -0.1 pp -0.1 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 (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