Signals

← Signals

☆DDEC

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

Flow ranking

Rank#16254
Score / z0.000 / -0.02
Consensus40.62 over 78 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 ▾
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 18.3 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 13.0 3.6% 3 -0.0 pp -2.4 pp +3.6 pp +3.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 5.8 1.3% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 5.6 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 4.4 0.7% 4 -0.0 pp -0.0 pp +0.6 pp +0.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 3.7 0.6% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.6 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 2.3 0.6% 5 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.1 0.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.9 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 1.7 0.3% 5 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.4 0.8% 6 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 1.2 0.7% 4 -0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.1 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 3 -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 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.6 0.3% 1 +0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.6 0.1% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.2 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 7 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +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% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.2 pp -0.2 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 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 +0.0 pp -0.1 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 0 -0.4 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 -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 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 DDEC). Qtrs Held counts distinct quarters this fund has actually held DDEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DDEC position size. Δ columns are the percentage-point change in DDEC'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