Signals

← Signals

☆DFCF

426 in-universe funds with a nonzero position in DFCF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23
Score / z5.395 / 8.08
Consensus180.98 over 306 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+73% / 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.
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 ▾
☆Truepoint, Inc. CIK 0001427748 0.954 160 514.1 12.0% 2 -0.2 pp +12.0 pp +12.0 pp +12.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 445.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 194.1 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 145.9 9.4% 2 +1.2 pp +9.4 pp +9.4 pp +9.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 134.9 9.6% 2 -0.4 pp +9.6 pp +9.6 pp +9.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 123.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 122.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 118.0 13.9% 2 +0.2 pp +13.9 pp +13.9 pp +13.9 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 113.9 14.8% 2 -0.2 pp +14.8 pp +14.8 pp +14.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 101.3 6.7% 2 +0.4 pp +6.7 pp +6.7 pp +6.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 99.7 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 95.2 10.8% 2 -0.1 pp +10.8 pp +10.8 pp +10.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 87.9 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 83.9 13.7% 2 -0.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 78.6 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 69.8 22.5% 2 -0.1 pp +22.5 pp +22.5 pp +22.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 66.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 66.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 65.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 60.2 9.6% 2 +0.2 pp +9.6 pp +9.6 pp +9.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 59.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 55.8 9.8% 2 +0.0 pp +9.8 pp +9.8 pp +9.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 51.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 49.7 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 48.2 7.8% 2 +0.7 pp +7.8 pp +7.8 pp +7.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 47.9 15.3% 2 +0.1 pp +15.3 pp +15.3 pp +15.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 44.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 41.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 40.3 4.5% 2 +1.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 37.3 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 34.9 14.2% 2 -0.5 pp +14.2 pp +14.2 pp +14.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 30.4 12.3% 2 +0.8 pp +12.3 pp +12.3 pp +12.3 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 29.8 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 29.6 7.8% 2 -0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 29.5 7.5% 2 -0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 28.9 13.7% 2 -0.9 pp +13.7 pp +13.7 pp +13.7 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 28.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 28.1 9.9% 2 -0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 28.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 26.8 17.2% 2 +8.6 pp +17.2 pp +17.2 pp +17.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 26.8 6.9% 2 +1.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 26.4 12.4% 2 +0.1 pp +12.4 pp +12.4 pp +12.4 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 25.8 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 23.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.8 1.1% 3 -0.3 pp +0.0 pp +1.1 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 23.4 0.1% 3 -0.7 pp -0.5 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 23.3 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 23.3 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 22.5 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 21.0 9.0% 2 +1.7 pp +9.0 pp +9.0 pp +9.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 20.7 5.6% 2 -3.5 pp +5.6 pp +5.6 pp +5.6 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 20.7 8.8% 2 +0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 20.2 8.8% 2 -0.2 pp +8.8 pp +8.8 pp +8.8 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 20.0 13.2% 2 -0.5 pp +13.2 pp +13.2 pp +13.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 19.9 8.1% 2 +0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 19.0 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 19.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 18.7 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 18.6 11.0% 2 -0.2 pp +11.0 pp +11.0 pp +11.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 18.5 8.2% 2 +0.0 pp +8.2 pp +8.2 pp +8.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.2 6.4% 2 +0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 17.6 2.1% 3 -0.1 pp +1.9 pp +2.1 pp +2.1 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 17.2 10.9% 2 -0.0 pp +10.9 pp +10.9 pp +10.9 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 17.2 7.6% 2 -0.8 pp +7.6 pp +7.6 pp +7.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.0 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 16.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 16.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 16.3 9.3% 2 -0.5 pp +9.3 pp +9.3 pp +9.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 16.1 11.9% 3 +0.5 pp -2.2 pp +11.9 pp +11.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 15.5 10.1% 2 -0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.2 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 15.0 8.5% 2 -0.5 pp +8.5 pp +8.5 pp +8.5 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.8 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 14.8 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 14.4 8.6% 2 +0.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 13.9 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 13.1 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 13.0 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 12.8 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 12.6 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 12.4 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 12.3 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 12.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 12.2 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 12.2 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 11.8 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 11.8 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.8 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.6 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.5 6.2% 4 -0.8 pp -1.3 pp -1.3 pp +6.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 10.3 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.1 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 10.1 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.0 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 9.8 8.0% 2 +0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 9.6 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 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 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 9.6 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 8.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 8.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 8.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 8.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 8.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 7.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 7.7 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.7 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 7.7 4.9% 2 +1.1 pp +4.9 pp +4.9 pp +4.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.3 3.9% 3 +0.0 pp +1.2 pp +3.9 pp +3.9 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 7.1 5.3% 3 +1.6 pp +1.7 pp +5.3 pp +5.3 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 7.0 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 6.9 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 6.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 6.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.8 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.8 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 6.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 6.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 6.5 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 6.4 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.4 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 2 -10.6 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 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 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -5.2 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 DFCF). Qtrs Held counts distinct quarters this fund has actually held DFCF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFCF position size. Δ columns are the percentage-point change in DFCF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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