☆DEXC
Flow ranking
Rank#707
Score / z0.200 / 0.22
Consensus23.11 over 32 funds
Momentum0.06 =
Price & positioning
223 cached closes, trailing year
Drawdown-4%
Short interest-96% / 1.0d
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 | 116.8 | 0.7% | 5 | -0.1 pp | -0.1 pp | -0.0 pp | -0.1 pp |
| ☆Brown Financial Advisory CIK 0001843853 | 0.850 | 49 | 35.5 | 14.8% | 5 | +1.1 pp | +3.5 pp | +4.2 pp | +4.3 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 19.8 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 15.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quadcap Wealth Management, LLC CIK 0002009674 | 0.449 | 418 | 15.6 | 1.5% | 5 | +0.2 pp | +0.3 pp | +0.6 pp | +0.6 pp |
| ☆Chicago Partners Investment Group LLC CIK 0001563525 | 0.610 | 1521 | 12.1 | 0.2% | 5 | +0.0 pp | +0.0 pp | +0.1 pp | +0.2 pp |
| ☆Prism Advisors, Inc. CIK 0001717027 | 0.597 | 77 | 11.4 | 2.8% | 5 | +0.3 pp | +0.4 pp | +0.5 pp | +0.4 pp |
| ☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 | 0.650 | 752 | 10.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Beta Wealth Group, Inc. CIK 0001594417 | 0.413 | 114 | 8.0 | 3.0% | 5 | +0.3 pp | +0.4 pp | +0.5 pp | +1.0 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 7.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆R. W. Roge & Company, Inc. CIK 0001800745 | 0.673 | 68 | 7.0 | 3.0% | 5 | +0.3 pp | +0.4 pp | +0.4 pp | +0.1 pp |
| ☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 0.439 | 707 | 5.3 | 1.2% | 2 | +1.0 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Mills Wealth Advisors LLC CIK 0002029294 | 0.683 | 76 | 4.6 | 1.4% | 5 | +0.2 pp | +0.2 pp | +0.4 pp | +0.5 pp |
| ☆Keudell/Morrison Wealth Management CIK 0001785498 | 0.454 | 254 | 4.2 | 0.8% | 3 | -2.0 pp | -2.0 pp | +0.8 pp | -1.6 pp |
| ☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 | 0.778 | 1214 | 3.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 3.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Applied Capital LLC CIK 0001862965 | 0.797 | 53 | 3.0 | 1.0% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +1.0 pp |
| ☆Index Fund Advisors, Inc. CIK 0001665097 | 0.956 | 135 | 2.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 1.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 1.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Hilltop Holdings Inc. (HTH) CIK 0001265131 | 0.241 | 672 | 1.3 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 1.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 1.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 0.574 | 373 | 0.9 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Madrid Wealth Management, LLC CIK 0002106678 | 0.482 | 70 | 0.8 | 0.5% | 2 | +0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Citrine Capital LLC CIK 0002053242 | 0.796 | 60 | 0.8 | 0.3% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.3 pp |
| ☆SouthState Bank Corp (SSB) CIK 0000764038 | 0.516 | 1313 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bulwark Capital Corp CIK 0002075899 | 0.439 | 105 | 0.7 | 0.4% | 3 | +0.1 pp | +0.0 pp | +0.4 pp | +0.4 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CX Institutional CIK 0001737089 | 0.437 | 1568 | 0.6 | 0.0% | 1 | +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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kane Co Wealth Management, Inc. CIK 0002109915 | 0.506 | 53 | 0.5 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Corus Family Wealth Advisors CIK 0001894830 | 0.415 | 82 | 0.4 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Financial Symmetry Inc CIK 0002004843 | 0.819 | 68 | 0.4 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆McGrath & Associates, Inc. CIK 0002054701 | 0.294 | 32 | 0.4 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Financial Security Advisor, Inc. CIK 0001997602 | 0.682 | 161 | 0.3 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Opus Financial Solutions LLC CIK 0001934041 | 0.178 | 111 | 0.3 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆TCI Wealth Advisors, Inc. CIK 0001583751 | 0.883 | 265 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 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% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆DecisionPoint Financial, LLC CIK 0001938514 | 0.881 | 1416 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Asset Dedication, LLC CIK 0001475896 | 0.787 | 1242 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.1 | 0.0% | 1 | +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% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CNB Bank CIK 0001732074 | 0.306 | 518 | 0.1 | 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 | 0.1 | 0.0% | 4 | +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% | 2 | +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% | 3 | +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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 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% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Premier Financial Group CIK 0001989061 | 0.418 | 234 | 0.0 | 0.0% | 0 | -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 |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆McIlrath & Eck, LLC CIK 0001701714 | 0.332 | 1645 | 0.0 | 0.0% | 0 | -0.9 pp | -1.0 pp | -1.0 pp | -1.0 pp |
| ☆Wolfstich Capital, LLC CIK 0002047009 | 0.461 | 19 | 0.0 | 0.0% | 0 | -0.6 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 |
| ☆Cassaday & Co Wealth Management LLC CIK 0001963612 | 0.946 | 1313 | 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 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 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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