Signals

← Signals

☆QDPL

229 in-universe funds with a nonzero position in QDPL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21265
Score / z0.000 / -0.02
Consensus70.28 over 136 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 155.9 0.0% 5 -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 123.8 0.0% 6 +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 118.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 48.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 44.5 6.7% 5 -0.1 pp -0.7 pp -0.6 pp -0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.7 0.0% 1 +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 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.5 0.9% 5 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.4 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.6 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 6.0 2.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.9 2.3% 5 +1.2 pp +1.2 pp +1.2 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.9 2.6% 6 +0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 4.9 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 4.7 3.7% 3 -0.1 pp -0.0 pp +3.7 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 4.3 1.1% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 4.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 3.9 2.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.3 0.7% 5 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 3.1 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 3.0 1.2% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 2.7 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.1 1.4% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 5 -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% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 1.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 1.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.7 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.6 0.6% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 1.5 1.8% 4 -0.1 pp -0.4 pp -0.3 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.2 0.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.1 0.6% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.9 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.3% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.7 0.4% 5 -0.2 pp -2.6 pp -2.4 pp -2.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.5 0.2% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.3 0.0% 5 +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
☆IFS Group,LLC CIK 0002087139 0.013 87 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 QDPL). Qtrs Held counts distinct quarters this fund has actually held QDPL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QDPL position size. Δ columns are the percentage-point change in QDPL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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