Signals

DEO

1089 in-universe funds with a nonzero position in DEO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#678
Score / z0.218 / 0.24
Consensus233.74 over 446 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
FMR LLC CIK 0000315066 0.989 5571 609.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 384.0 1.3% 5 +0.2 pp +0.7 pp +0.7 pp +0.8 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 234.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 134.0 2.6% 4 +0.4 pp +0.6 pp +0.6 pp +2.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 132.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 125.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 110.3 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 96.5 0.1% 2 +0.1 pp +0.1 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 84.5 0.0% 7 +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 81.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 81.9 0.8% 5 +0.1 pp +0.2 pp -0.6 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 76.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 72.3 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 66.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 62.5 1.0% 5 -0.6 pp -0.4 pp -0.9 pp -0.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 54.7 0.4% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 54.6 0.3% 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 53.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 49.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Partners Value Investments L.P. CIK 0001162777 0.991 7 49.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 47.0 5.1% 5 +0.1 pp +0.5 pp +1.1 pp +1.5 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 44.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 44.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 44.0 1.9% 5 +0.2 pp +0.3 pp -0.1 pp -0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 42.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 41.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 40.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 40.1 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 35.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 35.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 33.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 32.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 31.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 29.0 1.6% 5 -0.0 pp +0.4 pp -0.1 pp -0.3 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 28.1 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 25.1 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 24.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 24.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 23.2 8.6% 3 +2.7 pp +4.2 pp +8.6 pp +8.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 21.3 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 19.4 2.3% 3 +0.2 pp +1.0 pp +2.3 pp +2.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 18.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 16.1 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 16.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 15.2 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 14.3 1.2% 5 +0.1 pp -0.0 pp -0.2 pp -0.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 13.4 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 11.4 5.5% 3 +1.2 pp +1.4 pp +5.5 pp +5.5 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 11.2 0.6% 5 -0.4 pp -0.6 pp -0.8 pp -1.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 10.8 1.8% 5 +0.2 pp -0.1 pp -0.1 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 10.1 0.8% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 pp
DV EQUITIES, LLC CIK 0001841659 0.000 100 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 10.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp -0.6 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 10.0 1.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 8.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 8.3 0.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 7.7 0.8% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 7.5 1.6% 5 +0.1 pp -0.1 pp +0.5 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 7.3 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 7.2 0.9% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 7.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 6.5 3.9% 5 +1.7 pp +2.0 pp +1.3 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 6.0 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 5.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 5.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 5.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 4.8 1.0% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 3.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 3.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 2.9 0.6% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 2.8 0.5% 5 -0.0 pp -0.1 pp -0.5 pp -0.6 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 2.8 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 2.8 0.7% 5 -0.3 pp -0.6 pp -0.9 pp -0.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SALT Holding Corp. CIK 1996109 0.656 25 2.6 1.4% 4 -0.1 pp -0.8 pp -2.5 pp +1.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.3 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.2 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Hillman Capital Management, Inc. CIK 0001314620 0.172 54 2.2 1.6% 5 +0.2 pp +0.2 pp -0.1 pp -0.0 pp
R.H. Investment Group, LLC CIK 0002048733 0.373 47 2.2 1.6% 5 +0.1 pp -0.1 pp -0.4 pp -0.6 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 2.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 2.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
DRW Securities, LLC CIK 0001481986 0.026 811 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBO & CO LLC CIK 0001162827 0.582 56 2.0 0.3% 5 -0.1 pp -0.2 pp -1.5 pp -1.6 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 2.0 0.6% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
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NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Step Capital Management Pte. Ltd. CIK 0002091341 0.354 21 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COERENTE CAPITAL MANAGEMENT CIK 0001860790 0.675 43 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Winning Points Advisors, LLC CIK 0001793399 0.380 42 0.0 0.0% 0 -0.3 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
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 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
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mill Capital Management, LLC CIK 0001901166 0.696 128 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
Canoe Financial LP CIK 0001908219 0.715 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Transmarket Holdings LP CIK 0002134828 0.000 33 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 0.0 0.0% 0 +0.0 pp +0.0 pp -5.2 pp -5.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.1 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 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
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 DEO). Qtrs Held counts distinct quarters this fund has actually held DEO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DEO position size. Δ columns are the percentage-point change in DEO'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