Signals

← Signals

☆DES

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

Flow ranking

Rank#15215
Score / z0.000 / -0.01
Consensus110.03 over 205 funds
Momentumnot computed

Price & positioning

191 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 ▾
☆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 90.3 0.0% 5 +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 81.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 45.6 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 30.6 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 25.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 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 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 23.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 11.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 7.2 0.1% 3 -0.0 pp -0.0 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 6.9 4.7% 3 -0.1 pp +0.3 pp +4.7 pp +4.7 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 6.8 3.5% 3 +0.4 pp +0.4 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 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 6.3 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 5.4 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 5.3 2.3% 3 -0.2 pp -0.0 pp +2.3 pp +2.3 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 5.1 3.1% 4 -0.0 pp +0.0 pp -0.1 pp +3.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 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 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 4.9 4.6% 2 -2.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 4.1 2.0% 5 -0.7 pp -1.3 pp -1.5 pp -2.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 4.0 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 2.6 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 2.2 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 1.9 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.7 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 1.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 1.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 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 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 1.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.3 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 1.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.1 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Seek First Inc. CIK 0002060504 0.523 67 0.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 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 DES). Qtrs Held counts distinct quarters this fund has actually held DES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DES position size. Δ columns are the percentage-point change in DES'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