☆DEXC
Flow ranking
Rank#824
Score / z0.159 / 0.12
Consensus22.89 over 35 funds
Momentumno 12m return
Price & positioning
224 cached closes, trailing year
Drawdownno history
Short interest+17% / 5.8d ⚡
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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆First Command Advisory Services, Inc. CIK 0001727336 | 0.987 | 1247 | 115.1 | 0.8% | 4 | +0.0 pp | +0.0 pp | -0.1 pp | +0.8 pp |
| ☆Brown Financial Advisory CIK 0001843853 | 0.850 | 49 | 27.7 | 13.7% | 4 | +2.4 pp | +3.1 pp | +3.2 pp | +13.7 pp |
| ☆Keudell/Morrison Wealth Management CIK 0001785498 | 0.454 | 254 | 13.7 | 2.8% | 2 | +0.1 pp | +2.8 pp | +0.5 pp | +2.8 pp |
| ☆McIlrath & Eck, LLC CIK 0001701714 | 0.332 | 1645 | 11.7 | 0.9% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.9 pp |
| ☆Quadcap Wealth Management, LLC CIK 0002009674 | 0.449 | 418 | 11.7 | 1.3% | 4 | +0.2 pp | +0.4 pp | +0.5 pp | +1.3 pp |
| ☆Chicago Partners Investment Group LLC CIK 0001563525 | 0.610 | 1521 | 10.4 | 0.2% | 4 | +0.0 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆Prism Advisors, Inc. CIK 0001717027 | 0.597 | 77 | 9.3 | 2.5% | 4 | +0.2 pp | +0.2 pp | +0.1 pp | +2.5 pp |
| ☆Beta Wealth Group, Inc. CIK 0001594417 | 0.413 | 114 | 6.7 | 2.8% | 4 | +0.1 pp | +0.2 pp | +0.8 pp | +2.8 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 5.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆R. W. Roge & Company, Inc. CIK 0001800745 | 0.673 | 68 | 5.5 | 2.6% | 4 | +0.0 pp | +0.1 pp | -0.2 pp | +2.6 pp |
| ☆Mills Wealth Advisors LLC CIK 0002029294 | 0.683 | 76 | 3.6 | 1.3% | 4 | +0.0 pp | +0.3 pp | +0.3 pp | +1.3 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 2.9 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Applied Capital LLC CIK 0001862965 | 0.797 | 53 | 2.5 | 0.9% | 3 | +0.0 pp | +0.0 pp | +0.9 pp | +0.9 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 2.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Index Fund Advisors, Inc. CIK 0001665097 | 0.956 | 135 | 1.7 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Hilltop Holdings Inc. (HTH) CIK 0001265131 | 0.241 | 672 | 1.2 | 0.1% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 1.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 0.439 | 707 | 0.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 0.574 | 373 | 0.7 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Madrid Wealth Management, LLC CIK 0002106678 | 0.482 | 70 | 0.7 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Wolfstich Capital, LLC CIK 0002047009 | 0.461 | 19 | 0.7 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Citrine Capital LLC CIK 0002053242 | 0.796 | 60 | 0.6 | 0.3% | 3 | -0.0 pp | +0.1 pp | +0.3 pp | +0.3 pp |
| ☆SouthState Bank Corp (SSB) CIK 0000764038 | 0.516 | 1313 | 0.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bulwark Capital Corp CIK 0002075899 | 0.439 | 105 | 0.6 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kane Co Wealth Management, Inc. CIK 0002109915 | 0.506 | 53 | 0.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Financial Symmetry Inc CIK 0002004843 | 0.819 | 68 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Corus Family Wealth Advisors CIK 0001894830 | 0.415 | 82 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Opus Financial Solutions LLC CIK 0001934041 | 0.178 | 111 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Financial Security Advisor, Inc. CIK 0001997602 | 0.682 | 161 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.2 | 0.0% | 1 | +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 | 0.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆DecisionPoint Financial, LLC CIK 0001938514 | 0.881 | 1416 | 0.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Premier Financial Group CIK 0001989061 | 0.418 | 234 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Asset Dedication, LLC CIK 0001475896 | 0.787 | 1242 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prudent Man Investment Management, Inc. CIK 0002054263 | 0.909 | 169 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CNB Bank CIK 0001732074 | 0.306 | 518 | 0.1 | 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 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 | 0.679 | 347 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cassaday & Co Wealth Management LLC CIK 0001963612 | 0.946 | 1313 | 0.0 | 0.0% | 1 | +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 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.0 | 0.0% | 3 | -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% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 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 |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cloud Capital Management, LLC CIK 0002060492 | 0.455 | 126 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SOL Capital Management CO CIK 0001339270 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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