Signals

← Signals

☆DBEF

508 in-universe funds with a nonzero position in DBEF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#542
Score / z0.334 / 0.28
Consensus157.02 over 290 funds
Momentumno 12m return

Price & positioning

227 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 1,023.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 713.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 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 371.6 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 316.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 210.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 204.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 182.2 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 159.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 127.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 113.3 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 86.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 75.4 12.2% 4 +0.3 pp +0.7 pp +0.4 pp +12.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 74.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 74.0 7.6% 4 -0.3 pp -0.6 pp -0.7 pp +7.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.6 0.0% 4 -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 58.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 58.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 47.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 45.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 45.7 11.7% 4 +4.2 pp +3.4 pp -0.3 pp +11.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 43.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 39.3 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 37.7 3.2% 4 +0.0 pp -0.0 pp -1.3 pp +3.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 35.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 35.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 35.4 6.9% 4 +0.1 pp -0.1 pp -0.2 pp +6.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 33.5 6.7% 4 +0.1 pp -0.1 pp -2.2 pp +6.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 30.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 27.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 27.5 5.4% 4 +0.2 pp +0.1 pp -0.1 pp +5.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 25.8 5.7% 5 -0.0 pp +0.0 pp -0.3 pp -0.6 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 24.4 8.4% 4 +0.2 pp +0.3 pp +0.5 pp +8.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 21.4 4.2% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 20.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 19.6 6.4% 5 +0.4 pp +0.7 pp +0.8 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 17.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 17.2 4.3% 4 +0.0 pp +0.2 pp +1.5 pp +4.3 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 15.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 15.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 13.5 1.0% 4 -0.7 pp -0.7 pp -1.0 pp +1.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 13.4 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.4 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 12.7 1.5% 4 -0.2 pp -0.5 pp -1.0 pp +1.5 pp
☆Dala Group, LLC CIK 2129058 0.300 68 12.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 11.3 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 10.9 2.0% 4 -0.7 pp -0.6 pp -0.8 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 10.7 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 9.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 9.3 2.6% 4 +0.3 pp +0.5 pp +2.4 pp +2.6 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 9.0 6.2% 4 -0.4 pp -0.1 pp +0.0 pp +6.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 8.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 8.9 2.5% 3 -0.2 pp -0.1 pp +2.5 pp +2.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 8.7 6.0% 1 +6.0 pp +6.0 pp +2.7 pp +6.0 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 8.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 7.4 2.9% 4 +0.2 pp +0.2 pp +0.2 pp +2.9 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 7.2 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 6.9 2.8% 6 +0.2 pp +0.3 pp +0.2 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 6.8 4.2% 3 +0.4 pp +0.6 pp +4.2 pp +4.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 6.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Investors Research Corp CIK 0001730630 0.347 805 6.5 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 6.4 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 6.3 5.7% 2 +0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 6.1 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.1 0.3% 4 -0.0 pp -0.0 pp -0.7 pp +0.3 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 5.8 2.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 5.6 1.7% 4 +0.2 pp +0.2 pp +0.3 pp +1.7 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 5.4 3.7% 5 -0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.3 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.0 0.1% 4 -0.5 pp -0.5 pp -0.6 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 4.6 2.1% 5 +1.9 pp +1.9 pp +1.2 pp -1.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 4.4 3.1% 4 -0.7 pp -2.2 pp -2.3 pp +3.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 4.1 1.7% 4 -4.1 pp -4.0 pp -4.3 pp +1.7 pp
☆Summa Corp. CIK 0001954929 0.569 83 3.9 1.6% 4 +0.7 pp +0.6 pp +0.5 pp +1.6 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 3.8 2.3% 4 +0.1 pp +0.4 pp +0.5 pp +2.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.8 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.6 2.4% 5 +0.0 pp -0.3 pp -0.5 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.6 1.6% 4 +0.2 pp +0.4 pp +0.8 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 3.4 1.6% 4 +0.0 pp +0.8 pp +0.8 pp +1.6 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.1 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 3.0 1.0% 4 -0.2 pp -3.2 pp -3.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 2.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.7 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.7 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 2.2 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 2.1 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆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
☆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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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% 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -7.6 pp -7.6 pp -8.3 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
☆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
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -6.0 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
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp -17.5 pp -17.6 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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