Signals

← Signals

☆DFCF

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

Flow ranking

Rank#39
Score / z4.848 / 5.81
Consensus254.15 over 414 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆Truepoint, Inc. CIK 0001427748 0.954 160 568.9 11.9% 5 -0.4 pp -0.1 pp -0.1 pp -0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 543.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 426.1 4.0% 5 +1.8 pp +2.0 pp +2.1 pp +2.7 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 207.6 17.4% 2 -0.3 pp +17.4 pp +17.4 pp +17.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 196.1 2.8% 5 -0.0 pp +0.6 pp +0.6 pp +0.3 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 187.2 10.8% 5 -0.3 pp +1.3 pp +1.4 pp +2.6 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 186.5 8.1% 1 +8.1 pp +7.1 pp +8.1 pp +8.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 164.5 0.8% 5 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 161.8 15.0% 5 -0.5 pp +0.4 pp +1.1 pp +1.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 161.8 6.3% 5 -0.1 pp +0.3 pp +0.9 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 155.3 1.8% 4 -0.3 pp -0.3 pp +0.7 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 146.7 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 146.6 6.5% 5 +0.0 pp +1.0 pp +6.1 pp +6.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 144.1 7.3% 2 -1.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 143.5 0.4% 5 -0.3 pp -0.6 pp -0.2 pp -0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 139.1 8.7% 5 -0.6 pp -0.7 pp -0.8 pp -1.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 116.4 11.5% 5 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 109.7 8.0% 5 +0.3 pp +0.8 pp +1.4 pp +1.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 108.7 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 89.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 87.4 3.2% 5 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 86.9 12.9% 5 +0.0 pp -0.3 pp -0.8 pp -1.5 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 79.5 22.4% 5 -0.6 pp -0.4 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 75.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 72.6 10.1% 5 -0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 67.2 9.6% 5 -0.7 pp -0.3 pp +0.0 pp +0.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 63.1 14.6% 5 -2.1 pp -1.4 pp -0.8 pp -0.7 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 58.3 5.4% 5 -0.2 pp +0.2 pp +1.0 pp +2.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 58.3 1.8% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 58.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 53.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 53.0 4.7% 1 +4.7 pp +4.7 pp -0.5 pp -0.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 52.2 14.1% 4 -0.4 pp -1.6 pp +2.4 pp +14.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 48.5 40.6% 2 -5.3 pp +40.6 pp +40.6 pp +40.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 46.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 46.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 41.0 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 40.7 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 40.1 3.6% 5 -0.4 pp -0.3 pp -0.4 pp -0.6 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 37.9 10.9% 5 +0.6 pp +1.8 pp +2.8 pp +3.3 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 37.3 8.1% 5 +0.0 pp -0.1 pp +0.3 pp -0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 37.3 5.5% 3 -0.5 pp -0.3 pp +5.5 pp -0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 35.9 11.4% 2 -1.2 pp +11.4 pp +11.4 pp +11.4 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 35.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 34.8 9.8% 5 -0.1 pp +0.2 pp -0.1 pp -0.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 34.8 7.7% 5 -0.9 pp -0.2 pp +0.2 pp -0.4 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 34.2 3.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 34.1 11.9% 5 -0.9 pp +0.0 pp -0.4 pp +0.4 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 32.0 12.6% 5 -0.7 pp -0.5 pp +0.2 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 31.3 7.0% 5 -0.1 pp -0.0 pp +0.1 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 31.1 0.9% 5 -0.1 pp -0.1 pp -1.0 pp -1.1 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 31.0 22.6% 2 -1.4 pp +22.6 pp +22.6 pp +22.6 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 31.0 5.0% 5 -0.2 pp +0.1 pp +0.4 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 30.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 30.5 5.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 29.6 5.5% 5 -0.3 pp -0.3 pp -0.5 pp -0.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.8 3.6% 5 +0.0 pp -0.0 pp +1.5 pp +1.3 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 28.3 7.6% 2 -0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 28.0 6.8% 5 -0.7 pp -0.9 pp +4.3 pp +4.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 27.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 26.4 12.4% 5 -3.2 pp -4.6 pp -4.8 pp +3.8 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 26.4 7.4% 5 +0.3 pp +0.9 pp +0.9 pp +1.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 26.3 6.5% 4 -0.5 pp -0.1 pp +0.8 pp +6.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 25.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 24.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 24.4 10.6% 5 +0.5 pp +1.0 pp +2.0 pp +2.6 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 24.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 23.1 8.6% 5 -0.4 pp -0.3 pp -0.2 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 23.0 1.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 22.9 8.7% 5 -0.5 pp -0.5 pp -0.1 pp -0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 22.8 0.4% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.7 0.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 22.4 12.2% 5 -0.9 pp -0.9 pp -1.0 pp -1.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.8 0.3% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 21.4 8.4% 5 -0.4 pp +0.0 pp +0.2 pp +0.3 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 21.2 10.2% 5 -0.5 pp -0.2 pp +0.1 pp -0.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 21.0 3.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 20.6 10.6% 5 -0.4 pp -0.2 pp -0.4 pp -0.4 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 20.3 4.8% 5 -3.5 pp -4.3 pp -0.8 pp -4.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 18.9 11.0% 6 -0.1 pp -0.9 pp -0.8 pp -0.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.7 1.9% 6 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 18.6 8.1% 5 +2.4 pp +3.0 pp +3.6 pp +3.4 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 18.3 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 18.0 2.7% 5 -0.6 pp -0.7 pp -1.0 pp -1.0 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 17.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 17.6 6.1% 5 -0.0 pp +0.4 pp +0.7 pp +0.8 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 17.5 8.3% 5 -0.8 pp +0.9 pp +0.7 pp -0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 17.3 8.7% 5 -1.2 pp -0.4 pp -0.6 pp -1.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 17.2 8.0% 5 -0.7 pp -0.3 pp -0.5 pp -0.9 pp
☆City State Bank CIK 0001910666 0.322 809 16.6 3.8% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 16.4 13.9% 2 -0.4 pp +13.9 pp +13.9 pp +13.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 16.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 16.2 3.2% 5 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.1 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.8 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 16.0 1.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 15.9 3.7% 5 -0.3 pp -0.1 pp -0.2 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 15.6 3.6% 5 -0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 15.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 15.2 4.1% 5 -0.4 pp -0.6 pp -0.8 pp -1.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 15.1 6.4% 3 -0.1 pp +0.0 pp +6.4 pp +6.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 14.8 4.9% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 14.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 14.7 2.4% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 14.6 1.8% 5 -0.3 pp -0.2 pp -1.4 pp -1.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 14.5 3.9% 5 -1.0 pp -1.0 pp -0.9 pp -1.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 14.5 3.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 14.4 0.5% 6 -0.1 pp -0.2 pp -0.7 pp -1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 14.1 5.4% 5 -0.2 pp -0.1 pp +0.1 pp -0.2 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 14.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 13.8 3.1% 5 -0.4 pp -0.4 pp -0.7 pp -0.7 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 13.6 10.3% 2 +0.1 pp +10.3 pp +10.3 pp +10.3 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 13.0 8.5% 5 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 12.9 7.0% 4 -0.7 pp -0.6 pp -0.9 pp +7.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 12.8 3.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 12.8 2.0% 3 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.6 0.1% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 12.5 6.8% 5 +0.2 pp +0.1 pp +1.9 pp +3.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.4 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.4 8.8% 5 -0.9 pp -0.3 pp +0.2 pp -0.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 12.2 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 12.2 5.5% 5 -0.3 pp -0.2 pp -0.0 pp -0.1 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 12.1 4.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 12.1 4.5% 6 +0.1 pp +0.0 pp +0.5 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 12.0 2.5% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 11.9 2.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.9 1.4% 5 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 11.7 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 11.6 8.4% 5 +2.0 pp +4.6 pp +4.7 pp +4.6 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 11.5 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 11.4 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 11.4 2.3% 5 +0.1 pp +0.5 pp +1.1 pp +1.4 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 11.1 7.0% 6 -0.8 pp +0.1 pp +1.7 pp +3.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 10.6 1.4% 5 -0.0 pp +0.1 pp +0.5 pp +0.6 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 10.6 7.6% 2 -0.5 pp +7.6 pp +7.6 pp +7.6 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 10.3 7.5% 5 -0.6 pp -0.3 pp -0.5 pp -0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 10.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 10.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 9.9 5.3% 7 -0.7 pp -0.9 pp -1.0 pp -1.7 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.7 2.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 9.4 0.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 9.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 9.0 6.6% 2 +0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.0 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 8.7 1.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 8.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 8.2 1.7% 5 +0.5 pp +0.8 pp +1.3 pp +1.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.2 1.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 8.1 1.9% 5 -0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 8.0 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 8.0 5.7% 2 -0.9 pp +5.7 pp +5.7 pp +5.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 7.9 1.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.8 2.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 7.5 1.7% 6 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 7.5 5.0% 5 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.4 0.7% 5 -0.1 pp -0.4 pp -0.8 pp -0.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.4 3.6% 5 -0.4 pp -0.8 pp -0.8 pp -1.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 7.4 6.1% 2 -8.4 pp +6.1 pp +6.1 pp +6.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 7.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.2 1.5% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 7.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 6.9 2.6% 5 -0.4 pp -0.6 pp -0.2 pp -0.6 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.9 1.3% 5 +0.5 pp +0.8 pp +1.1 pp +1.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 6.7 0.8% 5 +0.2 pp +0.7 pp +0.8 pp +0.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 6.7 3.5% 5 -0.3 pp +0.2 pp +0.6 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.7 1.6% 5 -0.2 pp -0.2 pp -0.5 pp -0.9 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 6.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.4 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 6.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 6.2 0.7% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 6.1 1.9% 5 -0.7 pp -0.8 pp -0.8 pp -0.9 pp
☆DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 5.9 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 5.7 0.9% 5 +0.5 pp +0.8 pp +0.9 pp +0.9 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 5.7 1.8% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 5.7 3.5% 5 -0.6 pp -0.9 pp -1.1 pp -1.2 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 5.7 4.3% 2 -1.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.7 1.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.7 2.7% 6 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 5.6 3.0% 5 -0.7 pp -0.6 pp -0.8 pp -0.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 5.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.5 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 5.4 3.4% 2 -0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 5.4 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 5.4 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.4 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.4 2.1% 7 -0.2 pp -0.5 pp -0.3 pp -0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 5.4 0.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 5.3 6.3% 5 +0.7 pp +0.6 pp +0.8 pp +1.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 5.3 1.0% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 5.1 2.5% 5 +0.1 pp +0.4 pp +0.8 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.1 1.9% 5 -0.2 pp +0.0 pp -0.4 pp -0.3 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 5.0 2.8% 5 +0.2 pp +0.6 pp +0.5 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 4.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 4.7 3.8% 2 -1.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 4.6 1.7% 5 +0.3 pp +0.8 pp +1.0 pp +1.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 4.5 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 4.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 4.4 1.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.3 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.1 2.1% 4 -0.3 pp +0.2 pp +0.5 pp +2.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.1 1.6% 5 -0.2 pp +0.6 pp +0.8 pp +0.7 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 4.1 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 4.1 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 3.9 2.0% 2 -3.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.8 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.8 1.2% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 3.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 3.7 1.9% 1 +1.9 pp -0.3 pp -0.1 pp +0.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.7 0.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 3.6 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 3.6 0.8% 1 +0.8 pp -1.4 pp +0.8 pp +0.8 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 3.4 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 3.3 1.6% 4 +0.0 pp +0.3 pp +1.2 pp +1.6 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 3.3 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 3.2 2.4% 4 -0.1 pp +1.7 pp +1.7 pp +2.4 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 3.2 3.2% 5 +0.5 pp +0.6 pp +0.6 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.1 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 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.0 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 2.9 0.9% 5 -0.3 pp -0.3 pp -0.5 pp -0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.5 1.2% 6 -0.2 pp -0.1 pp -0.0 pp -0.3 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Outbound Financial Inc CIK 2144328 0.605 45 2.4 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 2.4 1.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 2.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
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☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 2.3 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 2.2 2.7% 2 -0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.1 0.4% 5 -0.1 pp -0.1 pp -0.5 pp -0.7 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 2.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
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☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.9 0.5% 5 -0.4 pp -0.6 pp -1.0 pp -1.4 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.8 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.8 0.7% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.5 0.2% 5 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.4 0.2% 5 -0.3 pp -0.5 pp -0.5 pp -0.6 pp
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☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -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% 5 -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
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 5 -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
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 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 0.0 0.0% 3 -0.1 pp -0.1 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% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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 -0.1 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.1 pp -0.1 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 -14.8 pp -15.0 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
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -13.9 pp -14.2 pp -14.7 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -7.8 pp -7.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -2.3 pp -2.0 pp -2.0 pp -1.6 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 +0.0 pp -8.7 pp -9.0 pp -7.3 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 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
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -0.6 pp -0.6 pp -0.9 pp -0.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.0% 0 -0.1 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -11.0 pp -11.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.2 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 +0.0 pp +0.0 pp -0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.1 pp -1.1 pp -1.2 pp +0.0 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 0.0 0.0% 0 -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% 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 -13.7 pp -14.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (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