Signals

DABS

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

Flow ranking

Rank#16200
Score / z0.000 / -0.02
Consensus12.81 over 27 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)
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
Gradient Investments LLC CIK 0001542265 0.563 448 61.3 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 16.9 4.2% 4 +0.0 pp +0.4 pp +0.7 pp +4.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.9 0.0% 1 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 11.9 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 4.5 1.0% 6 -0.2 pp -0.1 pp +0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 4.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Brown Financial Advisors CIK 0002035548 0.168 212 3.5 1.2% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 2.3 1.3% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 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 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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
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 DABS). Qtrs Held counts distinct quarters this fund has actually held DABS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DABS position size. Δ columns are the percentage-point change in DABS'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