Signals

← Signals

☆DFEV

298 in-universe funds with a nonzero position in DFEV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22855
Score / z-0.226 / -0.23
Consensus112.47 over 189 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-58% / 1.6d

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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 91.3 6.4% 4 +0.5 pp +0.8 pp +0.8 pp +6.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 51.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 29.8 0.9% 4 +0.2 pp +0.3 pp +0.4 pp +0.9 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 27.2 8.3% 4 +0.4 pp +0.5 pp +0.4 pp +8.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 26.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 25.1 7.0% 4 -0.0 pp -0.2 pp -0.9 pp +7.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 24.2 3.6% 4 +0.3 pp +0.3 pp +0.3 pp +3.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 21.0 2.6% 2 +2.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 20.9 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 20.4 3.9% 4 +3.2 pp +3.2 pp +3.2 pp +3.9 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 19.6 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 18.1 6.1% 6 +1.4 pp +1.0 pp +0.4 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 17.5 7.7% 4 +0.1 pp +0.1 pp -0.2 pp +7.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 17.5 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 16.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 14.7 4.0% 4 +0.1 pp -0.0 pp -0.4 pp +4.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 12.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 12.4 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 11.8 2.0% 4 +0.1 pp +0.1 pp +0.2 pp +2.0 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 11.2 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 9.6 5.1% 4 +0.2 pp +0.3 pp +0.4 pp +5.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 9.4 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 9.2 2.7% 2 -0.7 pp +2.7 pp +1.8 pp +2.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 8.3 1.9% 4 -0.1 pp +0.6 pp -0.1 pp +1.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 7.5 3.0% 4 +0.2 pp +0.6 pp +0.7 pp +3.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 7.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 7.3 0.6% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 6.3 1.9% 4 +0.0 pp +0.1 pp +0.0 pp +1.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 6.3 2.2% 4 -0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 5.8 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.6 2.7% 4 +0.1 pp +0.5 pp +0.7 pp +2.7 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 5.2 0.2% 4 -0.1 pp -0.3 pp -0.5 pp +0.2 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 5.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 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 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 4.2 2.4% 4 +0.3 pp +0.2 pp +0.4 pp +2.4 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 4.0 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 3.6 2.2% 4 +0.1 pp +0.4 pp +0.7 pp +2.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 3.3 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.1 2.0% 4 +0.2 pp +0.2 pp +0.1 pp +2.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 3.1 2.4% 4 +0.2 pp +0.4 pp +0.6 pp +2.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.9 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 2.0 2.9% 4 +0.1 pp +0.1 pp -0.1 pp +2.9 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.0 0.4% 4 -0.0 pp -0.3 pp -0.3 pp +0.4 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.0 0.5% 4 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.8 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.8 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 1.7 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.6 1.3% 4 +0.2 pp +0.4 pp +0.9 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.5 1.1% 4 -0.1 pp -0.0 pp -0.7 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.4 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.3 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.1 0.5% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 0.7 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 0.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.5 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 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 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 4 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 +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
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.0 0.0% 0 +0.0 pp +0.0 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
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -1.6 pp -1.6 pp -1.6 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -0.9 pp -0.9 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFEV). Qtrs Held counts distinct quarters this fund has actually held DFEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFEV position size. Δ columns are the percentage-point change in DFEV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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