Signals

← Signals

☆PDI

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

Flow ranking

Rank#20456
Score / z0.000 / -0.02
Consensus114.25 over 232 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 238.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 79.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 58.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 28.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 26.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.6 0.0% 2 -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 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.2 0.4% 3 -0.4 pp +0.0 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 14.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 12.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 10.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 7.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 6.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 6.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 3.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.5 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 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Catawba River Capital CIK 0001843303 0.467 24 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 2 -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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 2.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Anchor Capital Management Group Inc CIK 0000894119 0.789 15 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NCP Inc. CIK 0002023709 0.376 78 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 1 +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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 PDI). Qtrs Held counts distinct quarters this fund has actually held PDI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PDI position size. Δ columns are the percentage-point change in PDI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status