Signals

PDX

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

Flow ranking

Rank#22229
Score / z-0.007 / -0.03
Consensus42.72 over 68 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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Saba Capital Management, L.P S $406,837

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
Saba Capital Management, L.P. CIK 0001510281 0.602 377 141.5 4.5% 4 +0.3 pp -1.6 pp -0.5 pp +4.5 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 27.6 9.4% 4 +1.1 pp -4.0 pp -4.5 pp +9.4 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 25.1 1.3% 4 -0.2 pp -1.0 pp -0.9 pp +1.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.1 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 21.6 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 21.0 0.0% 4 +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 20.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 18.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 18.8 1.1% 4 -0.1 pp -0.4 pp -0.5 pp +1.1 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 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 11.9 2.7% 2 +2.1 pp +2.7 pp +2.7 pp +2.7 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 10.7 0.4% 4 +0.1 pp -0.0 pp -0.1 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 7.9 0.6% 4 +0.1 pp -0.0 pp -0.1 pp +0.6 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.3 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 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 2.2 1.3% 4 +0.1 pp +0.4 pp +0.6 pp +1.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 1.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.8 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stolper Co CIK 0001808195 0.048 91 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.4 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +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% 3 +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
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 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 -0.0 pp -0.0 pp -0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 0.0 0.0% 0 -0.0 pp -0.0 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
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
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concorde Financial Corp CIK 0001911822 0.418 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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 PDX). Qtrs Held counts distinct quarters this fund has actually held PDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PDX position size. Δ columns are the percentage-point change in PDX'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