Signals

← Signals

☆DFGP

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

Flow ranking

Rank#186
Score / z1.252 / 1.49
Consensus94.73 over 149 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest+364% / 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 ▾
☆Forum Financial Management, LP CIK 0001911832 0.978 352 370.7 4.8% 5 -0.2 pp +0.4 pp +0.2 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 223.7 6.3% 4 -0.2 pp -1.7 pp -2.1 pp +6.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 136.1 6.9% 3 -0.9 pp -1.0 pp +6.9 pp +6.9 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 88.0 18.1% 5 -0.8 pp +0.5 pp +6.7 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.7 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 58.6 8.7% 5 -1.1 pp -0.8 pp +0.1 pp +0.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 57.4 13.5% 5 -0.4 pp +0.4 pp +0.3 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 50.7 15.7% 5 +0.3 pp +1.1 pp +1.4 pp +2.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 49.9 5.1% 3 -0.4 pp -0.3 pp +5.1 pp +5.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 46.7 0.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.7 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 45.8 12.3% 5 -2.2 pp -2.1 pp -2.1 pp -1.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 40.5 2.5% 5 +0.2 pp +0.9 pp +1.4 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.8 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 38.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 37.3 1.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 35.4 1.1% 6 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 33.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 32.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 30.3 6.5% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 29.3 10.0% 5 +2.5 pp +2.9 pp +3.7 pp +4.3 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 28.2 6.6% 5 -0.5 pp +0.2 pp +0.2 pp -0.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 27.4 2.7% 5 +0.0 pp +0.1 pp +0.4 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 25.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 24.4 5.5% 5 -0.2 pp +0.3 pp +0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 21.4 2.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 20.7 12.9% 2 +2.4 pp +12.9 pp +12.9 pp +12.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 19.6 5.6% 5 -0.4 pp +0.5 pp +0.6 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 17.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 16.8 10.9% 4 -0.6 pp -0.4 pp -0.3 pp +10.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 16.2 2.6% 5 -0.3 pp -0.2 pp -0.0 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 12.8 3.0% 5 -0.1 pp +0.7 pp +1.7 pp +2.8 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 12.4 10.5% 2 -0.3 pp +10.5 pp +10.5 pp +10.5 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 12.4 2.9% 5 +0.0 pp +0.8 pp +1.3 pp +1.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 11.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.7 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 10.7 4.5% 5 -0.1 pp +0.6 pp +1.2 pp +1.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 10.4 1.1% 4 -0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 10.0 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 9.5 3.8% 5 -0.3 pp -0.2 pp -0.4 pp -0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 9.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 8.6 3.4% 2 +0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.5 4.4% 5 -0.7 pp -1.0 pp -1.6 pp -0.9 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 8.3 2.2% 5 -0.4 pp -0.4 pp -0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 7.6 2.3% 5 -0.0 pp +0.1 pp +0.6 pp +1.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 7.6 4.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 6.6 2.1% 5 -0.3 pp +0.3 pp +0.6 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 5.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 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 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 5.5 1.2% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆City State Bank CIK 0001910666 0.322 809 5.3 1.2% 5 -0.0 pp +0.2 pp +0.4 pp +0.3 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 5.2 1.8% 5 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 4.9 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 4.9 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.7 2.4% 4 -0.4 pp +0.1 pp +0.6 pp +2.4 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 4.6 2.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.4 0.0% 3 +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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 4.2 0.8% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 4.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 4.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.1 1.0% 5 +0.1 pp -0.0 pp -0.2 pp -0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.8 0.5% 5 -0.0 pp -0.1 pp -0.5 pp -0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.3 1.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 2.2 0.7% 5 -0.4 pp -0.6 pp -7.0 pp -7.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.0 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.0 0.4% 6 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.9 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.8 0.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.8 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 4 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 1.1 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 1.0 0.3% 1 +0.3 pp +0.3 pp -0.1 pp +0.3 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.9 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 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 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 0.4 0.3% 2 -7.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.4 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.1% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 -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% 5 -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% 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 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% 5 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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% 4 -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% 5 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 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 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆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
☆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
☆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
☆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
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆RHL GROUP, LLC CIK 0002066311 0.079 271 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
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -16.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.0 0.0% 0 -0.2 pp -0.2 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
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 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
☆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
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -3.5 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -5.1 pp -9.2 pp -10.3 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
☆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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 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 +0.0 pp +0.0 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 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 (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