Signals

← Signals

☆PDEC

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

Flow ranking

Rank#19224
Score / z0.000 / -0.02
Consensus52.32 over 107 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 140.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 35.3 0.4% 4 -0.0 pp +0.3 pp -0.1 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 31.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 11.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 10.2 1.7% 4 +0.0 pp +0.4 pp +0.3 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 5.6 0.7% 4 -0.0 pp -0.2 pp -0.3 pp +0.7 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 5.4 3.3% 2 +0.2 pp +3.3 pp +2.7 pp +3.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 5.0 1.4% 4 -0.1 pp +0.0 pp -0.0 pp +1.4 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 4.9 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 4.2 0.7% 1 +0.7 pp +0.7 pp -0.1 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.6 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.5 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.3 1.7% 4 +0.0 pp +0.1 pp -0.0 pp +1.7 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 3.1 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 3.0 1.5% 4 -0.1 pp +0.0 pp -0.1 pp +1.5 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 3.0 0.7% 4 -0.4 pp -0.4 pp -0.4 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.9 1.2% 4 -0.2 pp -0.3 pp -0.5 pp +1.2 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 2.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.5 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.4 1.1% 4 -0.0 pp +0.2 pp -0.1 pp +1.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.3 1.2% 3 -0.1 pp -0.4 pp +1.2 pp +1.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.2 0.0% 4 -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% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.9 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrustBank CIK 0002107256 0.632 175 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.7 0.3% 4 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.7 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.5 0.2% 4 -0.0 pp -0.2 pp -0.0 pp +0.2 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.5 0.1% 4 -0.0 pp -0.2 pp -0.8 pp +0.1 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 4 -0.7 pp -0.7 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.3 0.2% 4 -0.6 pp -0.7 pp -0.7 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.3 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 3 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.2 0.1% 4 +0.0 pp -0.6 pp -0.6 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 -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% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -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% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 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
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +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% 0 +0.0 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
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.4 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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
☆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
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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 +0.0 pp +0.0 pp -0.4 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 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
☆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
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 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 -0.1 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp -0.3 pp -0.2 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
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 (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