Signals

← Signals

☆PDEC

223 in-universe funds with a nonzero position in PDEC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#20797
Score / z0.000 / -0.00
Consensus58.71 over 110 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)
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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 ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 186.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 31.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 10.6 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 8.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.9 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 6.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 6.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 5.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 4.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 4.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 4.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 3.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 3.1 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 2.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 2.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 2.1 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 1.3 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 1.0 0.1% 1 +0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castellan Group CIK 0001832521 0.901 39 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HORAN Wealth, LLC CIK 0002072569 0.371 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 1 +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 0.1 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
☆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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 2 +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% 2 -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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 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
☆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
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.1 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -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 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
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 PDEC). Qtrs Held counts distinct quarters this fund has actually held PDEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PDEC position size. Δ columns are the percentage-point change in PDEC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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