Signals

← Signals

☆DFCF

461 in-universe funds with a nonzero position in DFCF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#31
Score / z5.090 / 7.23
Consensus193.64 over 332 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest-15% / 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 0.954 160 533.9 12.0% 3 +0.1 pp -0.1 pp +12.0 pp +12.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 402.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 193.2 2.0% 3 +0.1 pp +0.7 pp +2.0 pp +2.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 184.3 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 157.5 9.6% 3 +0.2 pp +1.3 pp +9.6 pp +9.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 146.4 1.0% 3 +0.8 pp +0.8 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 137.5 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 137.2 9.4% 3 -0.1 pp -0.5 pp +9.4 pp +9.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 132.5 14.6% 3 +0.6 pp +0.8 pp +14.6 pp +14.6 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 122.7 5.5% 3 +5.1 pp +5.1 pp +5.5 pp +5.5 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 114.9 5.9% 3 +0.5 pp +0.4 pp +5.9 pp +5.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 112.3 7.2% 3 +0.5 pp +1.0 pp +7.2 pp +7.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 110.8 2.2% 3 -0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 104.6 2.0% 2 +1.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 104.0 11.3% 3 +0.5 pp +0.5 pp +11.3 pp +11.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 84.6 13.2% 3 -0.5 pp -1.1 pp +13.2 pp +13.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 81.6 3.3% 3 +0.0 pp +0.4 pp +3.3 pp +3.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 80.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 72.9 22.7% 3 +0.2 pp +0.1 pp +22.7 pp +22.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 63.1 9.8% 3 +0.3 pp +0.4 pp +9.8 pp +9.8 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 62.7 10.1% 3 +0.3 pp +0.4 pp +10.1 pp +10.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 59.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 52.7 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 52.7 15.9% 3 +0.6 pp +0.7 pp +15.9 pp +15.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 49.3 5.2% 3 +0.8 pp +1.8 pp +5.2 pp +5.2 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 47.9 15.7% 2 +4.0 pp +15.7 pp +15.7 pp +15.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 43.0 1.0% 3 +0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 42.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 37.5 3.9% 3 -0.2 pp -0.4 pp +3.9 pp +3.9 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 35.8 5.8% 1 +5.8 pp -0.3 pp +5.8 pp +5.8 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 35.5 13.9% 3 -0.3 pp -0.8 pp +13.9 pp +13.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 32.5 8.2% 3 +0.4 pp +0.1 pp +8.2 pp +8.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 31.9 7.9% 3 +0.4 pp -0.2 pp +7.9 pp +7.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 31.4 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 31.3 1.0% 3 -0.9 pp -0.9 pp +1.0 pp +1.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 30.5 11.9% 3 -0.4 pp +0.4 pp +11.9 pp +11.9 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 29.3 13.1% 3 +0.7 pp +0.8 pp +13.1 pp +13.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 29.0 9.6% 3 -0.3 pp -0.3 pp +9.6 pp +9.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.2 3.6% 3 +1.5 pp +1.3 pp +3.6 pp +3.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 28.1 7.1% 3 +0.1 pp +1.3 pp +7.1 pp +7.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 28.1 17.0% 3 -0.2 pp +8.4 pp +17.0 pp +17.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 27.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 26.4 5.8% 3 -0.2 pp -0.5 pp +5.8 pp +5.8 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 25.9 4.9% 3 +0.3 pp +0.2 pp +4.9 pp +4.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 25.7 5.8% 3 +0.0 pp -0.0 pp +5.8 pp +5.8 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 25.4 7.7% 3 +5.2 pp +4.9 pp +7.7 pp +7.7 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 25.3 0.9% 3 -0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 24.1 9.1% 3 +0.9 pp +1.5 pp +9.1 pp +9.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 23.8 2.0% 3 +0.1 pp +0.4 pp +2.0 pp +2.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 23.4 6.7% 2 +0.9 pp +6.7 pp +6.7 pp +6.7 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 22.4 8.7% 3 -0.3 pp +1.4 pp +8.7 pp +8.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 22.2 9.1% 3 +3.5 pp -0.0 pp +9.1 pp +9.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 21.8 9.2% 3 +0.4 pp +0.2 pp +9.2 pp +9.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 21.6 8.9% 3 +0.1 pp +0.3 pp +8.9 pp +8.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 21.4 13.1% 3 -0.1 pp -0.6 pp +13.1 pp +13.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 21.4 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 21.1 6.5% 3 +0.0 pp +0.3 pp +6.5 pp +6.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.8 0.1% 4 -0.0 pp -0.7 pp -0.6 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 19.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 19.6 8.4% 3 +0.2 pp +0.2 pp +8.4 pp +8.4 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 18.9 10.7% 3 -0.2 pp -0.2 pp +10.7 pp +10.7 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 18.8 9.6% 3 +1.1 pp +1.6 pp +9.6 pp +9.6 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 18.5 3.9% 3 -0.0 pp +0.0 pp +3.9 pp +3.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 18.4 10.4% 3 +0.3 pp +0.1 pp +10.4 pp +10.4 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 18.1 3.3% 3 -0.3 pp -0.4 pp +3.3 pp +3.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.1 2.1% 4 +0.0 pp -0.1 pp +1.9 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 17.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 17.2 7.4% 3 -0.2 pp -1.0 pp +7.4 pp +7.4 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 16.9 9.2% 3 -0.1 pp -0.6 pp +9.2 pp +9.2 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 16.8 11.9% 4 +0.0 pp +0.6 pp -2.1 pp +11.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.7 0.6% 4 -0.5 pp -0.8 pp -0.5 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 16.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 15.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 15.3 8.3% 3 -0.2 pp -0.7 pp +8.3 pp +8.3 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.8 4.7% 3 -0.3 pp -0.5 pp +4.7 pp +4.7 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 14.4 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 13.8 3.6% 3 +0.0 pp -0.1 pp +3.6 pp +3.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 13.8 4.8% 3 +0.0 pp -0.0 pp +4.8 pp +4.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 13.6 5.7% 3 +0.2 pp +0.3 pp +5.7 pp +5.7 pp
☆City State Bank CIK 0001910666 0.322 809 13.5 3.7% 3 +0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 13.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 13.3 3.5% 3 +0.0 pp +0.3 pp +3.5 pp +3.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 12.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 12.8 3.8% 3 -0.1 pp -0.3 pp +3.8 pp +3.8 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 12.8 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 12.8 5.6% 3 +0.2 pp -0.0 pp +5.6 pp +5.6 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 12.7 3.5% 3 -0.3 pp -0.3 pp +3.5 pp +3.5 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 12.4 7.6% 2 -0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 12.2 8.9% 3 +0.2 pp +0.4 pp +8.9 pp +8.9 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 12.2 5.0% 3 +0.2 pp +0.2 pp +5.0 pp +5.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.7 1.5% 3 +0.4 pp +0.4 pp +1.5 pp +1.5 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 11.6 9.1% 3 +0.5 pp +0.3 pp +9.1 pp +9.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 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 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 11.4 2.0% 3 -1.3 pp -1.3 pp +2.0 pp +2.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.1 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 11.1 6.7% 3 +1.8 pp +2.9 pp +6.7 pp +6.7 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 10.8 4.1% 3 +0.1 pp -0.0 pp +4.1 pp +4.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.7 5.7% 3 +0.1 pp +0.1 pp +5.7 pp +5.7 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.6 6.1% 5 -0.1 pp -0.9 pp -1.4 pp -1.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.6 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 10.5 3.3% 3 +0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 9.9 6.9% 4 +1.6 pp +3.3 pp +3.3 pp +6.9 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 9.6 7.8% 3 -0.2 pp -0.1 pp +7.8 pp +7.8 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.5 2.5% 3 +0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 9.3 4.4% 4 +0.5 pp +0.5 pp +1.7 pp +4.4 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 9.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 9.2 5.1% 3 +0.5 pp +0.4 pp +5.1 pp +5.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 9.0 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 8.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 8.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 8.4 1.3% 3 +0.4 pp +0.5 pp +1.3 pp +1.3 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 8.3 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 8.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.3 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.2 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.9 4.4% 3 -0.0 pp -0.2 pp +4.4 pp +4.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 7.8 1.8% 3 +0.6 pp +0.9 pp +1.8 pp +1.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.4 1.1% 3 -0.4 pp -0.5 pp +1.1 pp +1.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.4 2.7% 3 +0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 7.3 5.6% 3 -0.1 pp -0.0 pp +5.6 pp +5.6 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 7.1 3.8% 3 -0.0 pp -0.6 pp +3.8 pp +3.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.0 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 6.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.8 2.7% 3 +0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 6.8 3.1% 3 +0.3 pp -0.0 pp +3.1 pp +3.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 6.7 1.5% 3 -0.0 pp +0.4 pp +1.5 pp +1.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.5 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.3 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 3 +0.0 pp -10.6 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.2 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.2 0.0% 3 -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% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 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 0.1 0.0% 5 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -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% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 1 +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% 3 -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% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 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 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 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 0.0 0.0% 1 +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% 3 +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% 3 -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% 3 -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% 3 -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
☆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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -14.8 pp -15.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -0.1 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -11.0 pp -11.1 pp +0.0 pp +0.0 pp
☆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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.6 pp -0.7 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
☆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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -5.1 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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 +0.0 pp -0.1 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
☆Family Manage LLC CIK 0001539947 0.277 323 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 -13.7 pp -14.6 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 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
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 -0.1 pp -0.1 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
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.2 pp -0.2 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -7.8 pp -7.1 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -5.1 pp -5.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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