Signals

DDFL

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

Flow ranking

Rank#16389
Score / z0.000 / -0.02
Consensus17.36 over 33 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 3.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.0 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 2.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Financial Planning, LLC CIK 0002085141 0.274 71 1.8 1.1% 2 -0.8 pp +1.1 pp +1.1 pp +1.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.2 0.4% 4 -0.1 pp -0.2 pp +0.0 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.6 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Applied Capital LLC CIK 0001862965 0.797 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 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 -0.1 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 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
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
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
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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 -0.0 pp -0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stenger Family Office, LLC CIK 0002056106 0.508 123 0.0 0.0% 0 +0.0 pp -0.1 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 DDFL). Qtrs Held counts distinct quarters this fund has actually held DDFL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DDFL position size. Δ columns are the percentage-point change in DDFL'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