Signals

DBAW

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

Flow ranking

Rank#16221
Score / z0.000 / -0.02
Consensus20.10 over 28 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)
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
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.2 0.0% 6 -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 28.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 27.6 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 17.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 17.6 2.2% 5 +0.2 pp -0.4 pp -0.4 pp -0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.8 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.6 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.0 0.6% 6 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 3 -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 0.2 0.0% 2 +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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 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 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp -0.3 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 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
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -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% 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 DBAW). Qtrs Held counts distinct quarters this fund has actually held DBAW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DBAW position size. Δ columns are the percentage-point change in DBAW'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