Signals

← Signals

☆DES

394 in-universe funds with a nonzero position in DES within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15144
Score / z0.000 / -0.02
Consensus121.07 over 216 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 99.3 0.0% 6 +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 88.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 48.4 0.0% 4 +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% 4 -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 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 25.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 25.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 11.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.7 0.3% 4 +0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 7.6 4.6% 4 +0.7 pp +0.8 pp +0.9 pp +4.6 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 7.4 5.0% 4 +0.2 pp +0.2 pp +0.5 pp +5.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.1 3.5% 4 -0.0 pp +0.4 pp +0.4 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.2 2.5% 4 +0.3 pp +0.1 pp +0.2 pp +2.5 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 5.8 3.5% 5 +0.4 pp +0.4 pp +0.5 pp +0.3 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.7 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 5.7 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 4 +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 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 5.1 4.8% 3 +0.2 pp -1.8 pp +4.8 pp +4.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 4.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 4.6 2.1% 6 +0.2 pp -0.5 pp -1.1 pp -1.4 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 4.3 2.4% 4 +0.0 pp -0.1 pp -0.3 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.8 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 2.8 1.5% 4 +0.1 pp +0.1 pp +0.0 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.8 0.0% 2 +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 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 2.5 1.8% 4 +0.1 pp +0.0 pp -0.1 pp +1.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.1 0.6% 4 +0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 1.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.9 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 1.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 1.8 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 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 1.5 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 1.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 1.4 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.3 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 0.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.8 0.0% 4 +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% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.7 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.6 0.2% 6 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 0.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
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☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆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
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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