Signals

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☆DEFR

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

Flow ranking

Rank#16417
Score / z0.000 / -0.02
Consensus11.85 over 24 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 53.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 13.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆6th Street Advisors, LLC CIK 0002102803 0.733 61 8.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 7.2 1.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 5.5 0.5% 4 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 4.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.3 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 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.3 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 1.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.3 0.5% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.2 0.4% 4 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.9 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
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 DEFR). Qtrs Held counts distinct quarters this fund has actually held DEFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DEFR position size. Δ columns are the percentage-point change in DEFR'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