Signals

← Signals

☆DBMF

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

Flow ranking

Rank#1772
Score / z0.000 / -0.02
Consensus117.32 over 225 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 664.0 0.2% 4 +0.1 pp +0.1 pp +0.1 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 272.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 46.2 2.9% 3 +0.2 pp +0.2 pp +2.9 pp +2.9 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 45.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 41.7 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 37.2 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 32.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 32.0 3.6% 4 +0.2 pp +0.0 pp -0.5 pp +3.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 28.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 20.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 18.9 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 18.5 4.4% 4 +0.4 pp +0.4 pp +0.4 pp +4.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 16.3 1.8% 4 -0.0 pp +0.1 pp +0.4 pp +1.8 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 15.4 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 15.0 3.4% 4 +0.4 pp +0.9 pp +0.5 pp +3.4 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 14.9 7.5% 4 +0.1 pp +0.2 pp -0.1 pp +7.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.1 3.2% 4 +0.6 pp +0.5 pp +0.7 pp +3.2 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 13.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 13.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 10.8 5.1% 4 +0.8 pp +0.7 pp +1.9 pp +5.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 10.4 1.1% 4 -0.5 pp -0.5 pp +0.6 pp +1.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 9.6 1.9% 4 +0.8 pp +0.8 pp +0.9 pp +1.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 9.1 0.5% 4 -0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 9.0 2.2% 3 +0.2 pp -0.0 pp +2.2 pp +2.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.0 0.3% 4 +0.2 pp +0.0 pp +0.1 pp +0.3 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 8.9 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 8.4 1.1% 4 -0.4 pp +0.1 pp +0.2 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 7.5 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 6.4 1.5% 4 +0.2 pp +0.1 pp -0.1 pp +1.5 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 6.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 6.0 3.6% 4 +0.2 pp +0.3 pp +0.5 pp +3.6 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 5.6 1.3% 4 +0.1 pp +0.3 pp +0.4 pp +1.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 5.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 4.5 2.8% 4 +0.1 pp +0.1 pp -0.2 pp +2.8 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.5 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 4.4 1.4% 4 +0.3 pp +0.5 pp +0.9 pp +1.4 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 4.3 2.6% 2 +0.2 pp +2.6 pp +0.3 pp +2.6 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 4.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.2 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 4.1 3.0% 2 +1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 4.0 1.8% 4 +0.1 pp +0.2 pp +1.2 pp +1.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 3.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 3.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 3.4 1.9% 5 -0.7 pp -0.6 pp -2.4 pp -3.2 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 3.1 2.6% 4 +0.6 pp +0.8 pp +1.0 pp +2.6 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 3.1 2.1% 3 +0.6 pp +0.9 pp +2.1 pp +2.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 2.9 2.8% 4 +0.3 pp +0.3 pp +0.3 pp +2.8 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.8 1.1% 3 -0.3 pp +1.0 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 2.6 1.3% 4 +0.5 pp +0.4 pp +0.2 pp +1.3 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.6 1.7% 3 +0.2 pp +1.3 pp +1.7 pp +1.7 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 2.4 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 2.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 2.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 2.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.7 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 1.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 1.6 1.6% 4 +0.2 pp +0.6 pp +0.8 pp +1.6 pp
☆ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.1% 4 +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 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.2 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 1.0 0.5% 4 -5.6 pp -0.0 pp -0.7 pp +0.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 1.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 1.0 0.5% 6 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.9 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 0.8 0.5% 3 -0.2 pp -0.6 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.7% 4 -0.0 pp +0.1 pp -0.2 pp +0.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.8 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.6 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Growth Capital LLC CIK 0002112081 0.183 136 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 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 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 4 +0.0 pp -0.4 pp -0.4 pp +0.1 pp
☆TOWLE & CO CIK 0001224014 0.032 59 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.2 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.1 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 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
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -2.3 pp -2.3 pp -2.4 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp +0.0 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
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 0 -0.9 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
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 DBMF). Qtrs Held counts distinct quarters this fund has actually held DBMF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DBMF position size. Δ columns are the percentage-point change in DBMF'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