Signals

DDS

333 in-universe funds with a nonzero position in DDS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22701
Score / z-0.391 / -0.57
Consensus112.01 over 200 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-22% / 4.1d

Forensics

Accruals as of 2026Q2
Accrual ratio0.036
F-score
M-score
Net issuance-101.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total1 / 2
FiledFormItems
2026-09-18 8-K 3.01, 7.01, 9.01
2026-08-13 8-K 2.02, 9.01
2026-06-04 8-K 2.01, 3.02, 9.01
2026-06-01 8-K 5.07
2026-05-14 8-K 2.02, 9.01
2026-03-20 8-K 1.01, 3.02, 9.01
2026-02-24 8-K 2.02, 9.01
2025-11-13 8-K 2.02, 9.01
2025-08-20 8-K 3.03, 5.03, 5.07, 9.01
2025-08-14 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-04 D DILLARD'S, INC.

LLM reads

Ticker EvalMixed
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
Newport Trust Company, LLC CIK 0001722329 0.972 63 2,742.5 6.6% 3 +0.2 pp +1.9 pp +6.6 pp +6.6 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 183.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 131.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 111.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 100.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 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 75.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 72.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 70.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 65.5 52.6% 3 -0.5 pp +6.4 pp +52.6 pp +52.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 45.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 44.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 41.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 35.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 34.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 33.8 0.6% 3 -0.1 pp +0.5 pp +0.6 pp +0.6 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 33.3 0.0% 3 +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 32.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 29.7 5.5% 3 -0.5 pp +0.9 pp +5.5 pp +5.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Street Capital Management, LLC CIK 0001595533 0.343 31 25.3 4.0% 4 -0.6 pp -0.3 pp +0.7 pp +4.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 25.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 21.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.8 0.0% 3 +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 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 15.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 14.8 6.4% 3 -0.1 pp +1.8 pp +6.4 pp +6.4 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 14.5 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 13.1 3.5% 3 +0.3 pp +1.0 pp +3.5 pp +3.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 12.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 8.1 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 7.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 7.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 7.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 5.7 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unison Advisors LLC CIK 0001695818 0.855 173 5.1 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 4.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 4.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Monument Capital Management CIK 0001729428 0.068 262 2.5 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 2.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Vest Financial, LLC CIK 0001709632 0.555 420 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.6 0.0% 3 -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 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.1 0.0% 3 -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 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 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 DDS). Qtrs Held counts distinct quarters this fund has actually held DDS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DDS position size. Δ columns are the percentage-point change in DDS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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