Signals

← Signals

☆DFAR

249 in-universe funds with a nonzero position in DFAR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#853
Score / z0.125 / 0.14
Consensus107.98 over 174 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 84.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 58.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 50.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 48.6 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 42.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 29.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 28.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 24.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 20.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 20.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 16.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 14.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 14.0 2.4% 3 -0.4 pp -0.3 pp +2.4 pp +2.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 13.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 12.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 11.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 10.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 10.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 10.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 9.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 8.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 8.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 7.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 7.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 7.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 6.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 6.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 5.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 5.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 4.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.7 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 2.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.8 0.0% 1 +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 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 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 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 1 +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 DFAR). Qtrs Held counts distinct quarters this fund has actually held DFAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAR position size. Δ columns are the percentage-point change in DFAR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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