Signals

← Signals

☆DFGP

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

Flow ranking

Rank#201
Score / z0.948 / 1.34
Consensus71.60 over 122 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 ▾
☆Forum Financial Management, LP CIK 0001911832 0.978 352 338.5 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 183.3 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 133.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 75.1 17.6% 3 +6.2 pp -0.4 pp +17.6 pp +17.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 61.0 9.5% 3 +0.9 pp +1.2 pp +9.5 pp +9.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 49.7 13.0% 3 -0.1 pp -0.3 pp +13.0 pp +13.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 46.4 14.4% 3 -0.0 pp +0.2 pp +14.4 pp +14.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 45.5 0.6% 3 -0.2 pp -0.5 pp +0.6 pp +0.6 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 41.3 14.6% 3 +0.3 pp +0.9 pp +14.6 pp +14.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 37.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.1 0.0% 3 +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 34.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 32.7 1.8% 3 -0.2 pp -0.4 pp +1.8 pp +1.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 30.6 1.1% 4 -0.0 pp -0.1 pp +0.3 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 26.9 6.4% 3 -0.1 pp -0.1 pp +6.4 pp +6.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 23.6 2.6% 3 +0.2 pp +0.3 pp +2.6 pp +2.6 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 23.6 6.4% 3 -0.0 pp -0.9 pp +6.4 pp +6.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 23.1 1.6% 3 +0.5 pp +1.2 pp +1.6 pp +1.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 22.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 20.0 5.2% 3 -0.3 pp -0.3 pp +5.2 pp +5.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 15.9 7.1% 3 +0.8 pp +1.3 pp +7.1 pp +7.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 15.7 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 14.7 5.1% 3 +0.1 pp +0.0 pp +5.1 pp +5.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 14.6 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 14.5 11.3% 2 +0.1 pp +11.3 pp +11.3 pp +11.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.8 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 9.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 9.5 5.1% 3 -4.1 pp -5.2 pp +5.1 pp +5.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.9 2.3% 3 +1.0 pp +2.1 pp +2.3 pp +2.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.6 5.3% 3 -0.6 pp +0.1 pp +5.3 pp +5.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 8.5 3.8% 3 +0.5 pp +0.7 pp +3.8 pp +3.8 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 8.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 7.8 3.9% 3 -0.3 pp -0.6 pp +3.9 pp +3.9 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 7.5 2.6% 3 +0.3 pp +0.5 pp +2.6 pp +2.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 7.1 2.1% 3 +0.5 pp +0.7 pp +2.1 pp +2.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.4 4.0% 3 -0.0 pp +0.2 pp +4.0 pp +4.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 6.2 2.2% 3 +0.6 pp +1.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 5.0 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 4.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 4.7 1.8% 3 +0.3 pp +0.4 pp +1.8 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 4.5 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 3.8 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 3.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 3.6 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 3.5 1.2% 3 -6.4 pp -6.6 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.5 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.4 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 3.4 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 3.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.5 0.6% 3 -0.4 pp -0.5 pp +0.6 pp +0.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.9 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.9 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.0 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 3 -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
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.0 0.0% 0 -2.6 pp -3.5 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -16.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 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 +0.0 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
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 DFGP). Qtrs Held counts distinct quarters this fund has actually held DFGP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFGP position size. Δ columns are the percentage-point change in DFGP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status