Signals

DEFT

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

Flow ranking

Rank#16418
Score / z0.000 / -0.02
Consensus42.95 over 73 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
Weiss Asset Management LP CIK 0001357550 0.000 613 3.2 0.0% 4 -0.0 pp -0.1 pp -0.3 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.6 0.0% 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% 4 -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 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.2 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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEB Asset Management AB CIK 0002127509 0.832 700 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 5 -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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.0 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 0.0 0.0% 3 -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% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 -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
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Connective Capital Management, LLC CIK 0001543568 0.064 70 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cable Car Capital, LP CIK 0001699575 0.000 215 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 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
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.6 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Abundance Wealth Counselors CIK 0001767080 0.704 314 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 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
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.0 0.0% 0 +0.0 pp -0.5 pp -1.9 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Potrero Capital Research LLC CIK 0001536630 0.015 44 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.0 pp
Penbrook Management LLC CIK 0001381055 0.184 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -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
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 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 DEFT). Qtrs Held counts distinct quarters this fund has actually held DEFT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DEFT position size. Δ columns are the percentage-point change in DEFT'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