Signals

← Signals

☆DBEF

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

Flow ranking

Rank#510
Score / z0.353 / 0.41
Consensus157.94 over 295 funds
Momentum-0.11 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+39% / 1.3d ⚡

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 1,107.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 805.9 0.2% 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 416.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 412.9 0.2% 1 +0.2 pp +0.2 pp -0.1 pp -0.1 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 350.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 225.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 202.2 0.0% 5 -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 187.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 161.2 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 140.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 119.6 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 94.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 84.6 5.7% 5 -1.8 pp -2.1 pp -2.4 pp -2.5 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 83.9 12.0% 5 -0.2 pp +0.1 pp +0.4 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 82.8 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 74.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.0 0.1% 6 -0.0 pp -0.0 pp -0.1 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 63.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 54.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 48.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 45.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 44.6 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 42.5 3.1% 5 -0.1 pp -0.1 pp -0.2 pp -1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 39.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 38.8 6.5% 5 -0.2 pp -0.1 pp -0.3 pp -2.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 38.4 6.8% 5 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 36.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.2 0.0% 5 +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 32.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 30.9 5.3% 2 -1.5 pp +5.3 pp +5.3 pp +5.3 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 30.4 5.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 28.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 26.8 8.4% 5 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 26.4 5.3% 6 -0.4 pp -0.4 pp -0.3 pp -0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 24.1 4.1% 6 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 22.0 5.8% 6 -0.6 pp -0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 19.3 4.4% 5 +0.0 pp +0.1 pp +0.3 pp +1.6 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 18.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 18.0 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dala Group, LLC CIK 2129058 0.300 68 16.0 13.2% 2 +3.0 pp +13.2 pp +13.2 pp +13.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 15.6 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 15.4 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 14.3 0.9% 5 -0.1 pp -0.7 pp -0.8 pp -1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 14.1 1.8% 5 -0.2 pp -0.9 pp -0.8 pp -1.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 14.0 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 13.1 1.3% 5 -0.2 pp -0.4 pp -0.7 pp -1.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.4 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 12.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 12.2 9.9% 1 +9.9 pp +0.4 pp +9.9 pp +9.9 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 12.0 1.8% 4 +0.2 pp +0.2 pp +0.3 pp +1.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 11.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 10.4 2.6% 5 -0.0 pp +0.3 pp +0.5 pp +2.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 9.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 9.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 8.7 4.5% 4 +0.3 pp +0.7 pp +0.9 pp +4.5 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 8.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 8.5 3.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 8.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 8.4 2.0% 5 -9.7 pp -5.5 pp -6.3 pp -9.9 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 8.3 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 8.0 2.9% 7 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 7.6 4.4% 2 -1.5 pp +4.4 pp +4.4 pp +1.2 pp
☆Investors Research Corp CIK 0001730630 0.347 805 7.5 1.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 7.4 1.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 6.9 7.5% 3 +1.8 pp +2.1 pp +7.5 pp +7.5 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 6.7 1.3% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 6.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 6.6 1.6% 4 +0.8 pp +1.3 pp +1.4 pp +1.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.3 2.9% 6 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 6.3 1.8% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 6.2 3.5% 6 -0.1 pp -0.3 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.6 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.4 0.1% 5 -0.0 pp -0.5 pp -0.5 pp -0.7 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 5.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.8 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 4.9 3.2% 5 +0.1 pp -0.6 pp -2.1 pp -2.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 4.9 1.2% 4 -1.3 pp -1.5 pp -1.4 pp +1.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 4.8 1.8% 5 +0.2 pp +0.4 pp +0.6 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 4.7 1.5% 5 -0.1 pp +0.5 pp +0.5 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.4 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 4.3 2.6% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 3.8 1.5% 5 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.7 2.8% 6 +0.3 pp +0.3 pp +0.0 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.6 0.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.2 2.0% 5 -4.2 pp -4.7 pp -4.3 pp -4.2 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 3.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 3.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 3.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 3.0 0.9% 5 -0.1 pp -0.3 pp -3.3 pp -3.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.9 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 2.8 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 2.8 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 2.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SUMMITRY LLC CIK 0001280043 0.623 340 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
☆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
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +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% 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 -0.2 pp -0.2 pp -0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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 -0.1 pp -0.1 pp -0.1 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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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 +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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 +0.0 pp -0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp +0.0 pp -17.5 pp -17.6 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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp -2.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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 +0.0 pp -0.1 pp -0.1 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.0 0.0% 0 -0.6 pp -2.0 pp -2.1 pp -7.6 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 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
☆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
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 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
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 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 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 (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