Signals

← Signals

☆DFEV

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

Flow ranking

Rank#24782
Score / z-0.306 / -0.39
Consensus113.19 over 192 funds
Momentum0.04 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest-3% / 1.2d

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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 105.4 6.6% 5 +0.2 pp +0.8 pp +1.1 pp +1.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 62.3 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 54.1 2.1% 5 +1.9 pp +1.8 pp +1.6 pp +1.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 53.8 0.6% 4 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 43.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 34.5 3.4% 3 +0.8 pp +3.2 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 31.9 8.5% 5 +0.2 pp +0.6 pp +0.8 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 29.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 29.6 7.0% 5 +0.1 pp +0.1 pp -0.2 pp -0.8 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 28.7 3.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 25.8 4.3% 5 +0.4 pp +3.5 pp +3.6 pp +3.6 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 23.0 16.5% 2 +0.8 pp +16.5 pp +16.5 pp +16.5 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 21.6 6.8% 7 +0.7 pp +2.1 pp +1.7 pp +1.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 21.4 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 20.6 7.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 19.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 19.4 4.7% 5 +0.7 pp +0.8 pp +0.7 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 14.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 14.5 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 13.8 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 11.3 5.4% 5 +0.3 pp +0.6 pp +0.7 pp +0.8 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 11.1 1.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 11.0 10.1% 2 +0.4 pp +10.1 pp +10.1 pp +10.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 9.7 2.7% 3 -0.0 pp -0.7 pp +2.7 pp +1.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 9.5 2.0% 5 +0.1 pp -0.0 pp +0.6 pp -0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 8.9 3.2% 5 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.5 0.6% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 8.3 2.6% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 8.2 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 7.7 3.0% 5 +0.4 pp +0.4 pp +0.8 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 7.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 7.4 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 6.9 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 6.4 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 6.4 1.8% 1 +1.8 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 6.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 5.9 0.5% 5 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 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 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.3 1.7% 1 +1.7 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 5.1 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 5.1 1.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 4.9 2.7% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 4.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.4 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 4.2 2.2% 5 +0.0 pp +0.1 pp +0.5 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 4.1 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 3.7 2.7% 5 +0.3 pp +0.5 pp +0.7 pp +0.8 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.7 2.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 3.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.6 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.5 1.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 3.1 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 2.6 0.7% 4 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.5 0.6% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 2.4 3.2% 5 +0.2 pp +0.4 pp +0.3 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.4 0.4% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 2.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 2.0 1.4% 5 +0.1 pp +0.3 pp +0.5 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 2.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.8 1.3% 5 +0.1 pp +0.0 pp +0.1 pp -0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.7 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.6 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.6 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.4 0.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.3 0.2% 5 +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 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.2 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.9 0.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.9 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.7 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp -0.9 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.9 pp -0.7 pp -0.6 pp -0.6 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
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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 +0.0 pp -0.1 pp -0.0 pp -0.1 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 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
☆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
☆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
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆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
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -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% 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 (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