Signals

← Signals

☆PDI

390 in-universe funds with a nonzero position in PDI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#19103
Score / z0.000 / -0.01
Consensus103.82 over 212 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

Negative / total0 / 0
FiledFormItems
2025-05-16 8-K 8.01
2022-12-02 8-K 8.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-10-23 424B5 PIMCO Dynamic Income Fund
2024-12-20 424B5 PIMCO Dynamic Income Fund
2023-09-29 424B5 PIMCO Dynamic Income Fund
2022-06-23 424B5 PIMCO Dynamic Income Fund
2020-11-20 424B5 PIMCO Dynamic Income Fund
2020-10-05 424B5 PIMCO Dynamic Income Fund

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 224.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.3 0.0% 3 -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 52.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 50.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 39.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 28.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 25.7 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 21.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 13.3 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.9 0.3% 5 -0.1 pp -0.1 pp -0.5 pp -0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 12.1 6.4% 3 -0.3 pp +0.1 pp +6.4 pp +6.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 10.9 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 9.4 4.7% 2 +2.8 pp +4.7 pp +4.7 pp +4.7 pp
☆Bensler, LLC CIK 0001965941 0.354 198 8.9 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 8.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 6.5 1.4% 3 -0.4 pp -0.3 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 5.9 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 5.1 4.0% 3 +1.7 pp +2.5 pp +4.0 pp +4.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 4.1 1.6% 3 -0.9 pp -0.8 pp +1.6 pp +1.6 pp
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 3.4 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 3.4 2.3% 3 -0.6 pp -1.0 pp +2.3 pp +2.3 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 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.3 1.5% 3 -0.3 pp -0.4 pp +1.5 pp +1.5 pp
☆Catawba River Capital CIK 0001843303 0.467 24 3.1 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 3 +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 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 2.6 2.2% 4 -0.2 pp +0.1 pp +0.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 3 -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 2.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 2.5 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Anchor Capital Management Group Inc CIK 0000894119 0.789 15 2.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.3 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 2.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.3 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 2.2 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 2.1 1.8% 3 +0.4 pp +0.4 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.0 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 1.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 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 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NCP Inc. CIK 0002023709 0.376 78 1.3 1.0% 3 -0.3 pp -0.5 pp +1.0 pp +1.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 1.1 0.3% 3 -0.5 pp -0.3 pp +0.3 pp +0.3 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 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 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.7 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.7 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.6 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 0.5 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.5 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.5 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.4 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆MWA Asset Management CIK 0001903058 0.228 129 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHE, LLC CIK 0001910179 0.736 57 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Creekside Partners CIK 0002035951 0.343 193 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Gridiron Partners, LLC CIK 0001910867 0.663 51 0.0 0.0% 0 -0.1 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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -1.9 pp -1.5 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
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.0 0.0% 0 -0.1 pp -0.1 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
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.0 0.0% 0 -0.2 pp -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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