Signals

← Signals

☆DAUG

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

Flow ranking

Rank#16216
Score / z0.000 / -0.02
Consensus39.12 over 74 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 ▾
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 10.0 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 7.6 1.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 4.6 0.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 2.9 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.7 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.7 0.4% 6 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.2 0.7% 6 -0.2 pp -0.3 pp -0.4 pp -0.1 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.1 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.1 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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 1.0 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.8 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.0% 5 -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
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 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
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -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 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.4 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 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
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 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 DAUG). Qtrs Held counts distinct quarters this fund has actually held DAUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DAUG position size. Δ columns are the percentage-point change in DAUG'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