Signals

DDTL

35 in-universe funds with a nonzero position in DDTL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1442
Score / z0.009 / 0.01
Consensus13.89 over 35 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
Gradient Investments LLC CIK 0001542265 0.563 448 36.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 9.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Luminist Capital LLC CIK 0001807270 0.130 418 3.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +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 DDTL). Qtrs Held counts distinct quarters this fund has actually held DDTL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DDTL position size. Δ columns are the percentage-point change in DDTL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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