Signals

← Signals

☆DBEF

421 in-universe funds with a nonzero position in DBEF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23775
Score / z-0.052 / -0.08
Consensus144.36 over 267 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 968.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 711.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 451.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 349.1 0.0% 4 +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 306.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 250.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 216.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 203.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 138.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 113.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 106.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 80.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 69.4 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 69.1 11.5% 2 -0.3 pp +11.5 pp +11.5 pp +11.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 63.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 59.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 56.2 7.6% 2 -0.7 pp +7.6 pp +7.6 pp +7.6 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 54.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 48.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 42.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.7 0.3% 2 -0.0 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 39.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 34.6 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 34.2 3.3% 2 -1.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 31.0 6.8% 2 -2.1 pp +6.8 pp +6.8 pp +6.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 28.0 8.4% 2 -3.6 pp +8.4 pp +8.4 pp +8.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 25.9 5.7% 3 -0.3 pp -0.6 pp +5.7 pp +5.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 25.1 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 23.3 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 22.3 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 19.1 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 17.0 5.6% 3 +0.1 pp +0.0 pp +5.6 pp +5.6 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 16.9 17.5% 2 -0.1 pp +17.5 pp +17.5 pp +17.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 15.1 4.1% 2 +1.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 15.0 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 13.0 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 12.2 9.3% 3 -0.1 pp -4.1 pp +9.3 pp +9.3 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 12.0 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 10.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 10.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 9.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 9.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 8.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.7 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 8.4 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 7.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 7.3 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 7.3 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 6.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 6.9 2.1% 2 +1.9 pp +2.1 pp +2.1 pp +2.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 6.5 2.6% 4 -0.0 pp -0.3 pp -0.1 pp +2.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 6.1 3.3% 2 +0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 6.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.8 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 5.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 5.4 3.2% 3 +0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 5.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 4.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 3.9 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 3.7 2.1% 2 -5.6 pp +2.1 pp +2.1 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.2 2.7% 3 -0.2 pp +0.3 pp +2.7 pp +2.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.1 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 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 3.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 2.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.4 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 2.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 2.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.9 1.3% 3 +0.4 pp +0.4 pp +1.3 pp +1.3 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 1.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SUMMITRY LLC CIK 0001280043 0.623 340 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.609 101 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.2 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +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
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 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 DBEF). Qtrs Held counts distinct quarters this fund has actually held DBEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DBEF position size. Δ columns are the percentage-point change in DBEF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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