Signals

← Signals

☆DFAR

348 in-universe funds with a nonzero position in DFAR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1249
Score / z0.036 / 0.03
Consensus140.35 over 214 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 88.1 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 60.8 2.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 57.3 0.6% 4 -0.1 pp -0.1 pp +0.3 pp +0.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 52.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 47.0 6.9% 5 -3.2 pp -2.6 pp -3.1 pp -3.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 38.1 6.1% 5 +0.2 pp +0.5 pp +0.2 pp -0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 38.1 3.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 31.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 30.6 1.8% 2 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 28.7 6.2% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 26.4 3.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 19.6 2.3% 7 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 18.8 3.4% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 17.2 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 15.7 3.5% 5 +0.0 pp +0.4 pp +0.3 pp +0.2 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 15.5 6.3% 3 +1.0 pp +4.0 pp +6.3 pp +6.3 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 14.2 8.3% 5 +0.1 pp +0.7 pp +0.6 pp +0.6 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 13.6 1.1% 5 +0.1 pp +0.4 pp +0.6 pp +0.8 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 13.2 3.7% 5 +0.2 pp +0.3 pp +0.1 pp -0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 13.1 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 11.6 4.2% 5 +0.1 pp +0.5 pp +0.7 pp +0.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 11.5 5.6% 5 +0.1 pp +0.8 pp +0.7 pp +1.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 11.5 1.9% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 11.4 1.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.8 3.1% 1 +3.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 10.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 10.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 10.2 2.9% 5 +0.3 pp +0.4 pp +0.2 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 9.5 5.0% 5 +0.1 pp +0.6 pp +0.8 pp +1.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 8.6 2.0% 5 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 8.4 3.5% 4 -0.6 pp -0.3 pp -0.4 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.1 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 7.9 2.4% 5 +0.1 pp +0.3 pp +0.1 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 7.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 7.4 4.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 6.8 0.4% 5 -0.2 pp -0.4 pp -1.4 pp -2.8 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 6.7 1.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.5 3.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.1 2.2% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.7 1.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 5.7 2.4% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 5.7 3.9% 5 +0.1 pp +0.5 pp +0.6 pp +0.7 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 5.6 2.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 5.3 1.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 5.2 1.1% 5 +0.2 pp +0.4 pp +0.6 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 5.1 0.9% 5 -0.0 pp -0.0 pp -0.4 pp -0.5 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.1 2.4% 6 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 4.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 4.8 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 4.8 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 4.7 1.9% 5 -0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.7 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.7 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 4.7 1.3% 4 +0.2 pp +0.3 pp +0.1 pp +1.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 4.6 1.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.5 1.1% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.3 2.5% 6 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.3 1.6% 6 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 4.1 1.3% 1 +1.3 pp +0.1 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 4.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 3.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -1.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.6 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.5 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.4 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.2 0.7% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 3.2 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 3.0 1.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.9 1.4% 5 +0.0 pp +0.2 pp +0.0 pp -0.1 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 2.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 2.8 1.5% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.7 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.6 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 2.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.0 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 1.9 1.3% 5 +0.1 pp +0.4 pp +0.8 pp +0.8 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.9 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.8 0.9% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 1.8 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.8 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.8 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 1.7 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.5 1.2% 6 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.5 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.5 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 1.3 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.2 0.5% 7 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 5 +0.0 pp +0.1 pp -0.2 pp -0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.0 0.1% 5 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.9 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.7 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -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% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp -1.4 pp -1.8 pp -2.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 -0.0 pp -0.0 pp -0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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