Signals

← Signals

☆DFGR

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

Flow ranking

Rank#340
Score / z0.685 / 0.60
Consensus156.01 over 244 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-52% / 1.0d

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 0.978 352 465.7 6.6% 4 +0.9 pp +0.8 pp +0.7 pp +6.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 338.9 1.6% 4 +0.1 pp +0.4 pp +0.5 pp +1.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 168.6 4.6% 4 +0.4 pp +0.5 pp +0.6 pp +4.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 108.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 74.4 3.1% 6 +0.6 pp +1.6 pp +1.5 pp +1.4 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 74.0 3.9% 4 +0.1 pp +0.3 pp +0.4 pp +3.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 73.2 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 66.7 21.3% 4 +0.1 pp -0.4 pp -0.3 pp +21.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 48.9 5.3% 4 +0.0 pp +0.0 pp +0.0 pp +5.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 47.0 0.5% 4 +0.5 pp +0.2 pp +0.1 pp +0.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 41.3 1.3% 3 -0.4 pp -0.5 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 29.5 4.6% 4 +0.2 pp +0.4 pp +0.6 pp +4.6 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 28.2 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 26.8 1.9% 4 +0.1 pp +0.4 pp +0.7 pp +1.9 pp
☆WPWealth LLP CIK 0001950118 0.866 103 25.6 3.9% 4 +0.1 pp +0.0 pp -0.0 pp +3.9 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 24.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 24.1 2.1% 4 -0.1 pp -0.3 pp -0.3 pp +2.1 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 24.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 23.9 6.9% 4 +0.4 pp +0.5 pp +0.4 pp +6.9 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 23.6 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 23.4 1.1% 4 -0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 22.9 9.3% 4 +0.1 pp +0.1 pp +0.4 pp +9.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.6 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 17.7 3.4% 4 +0.0 pp -0.3 pp -0.4 pp +3.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.2 1.9% 4 -0.0 pp -0.3 pp -0.6 pp +1.9 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 16.5 1.7% 4 -0.0 pp +0.1 pp +0.2 pp +1.7 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 16.2 3.7% 4 +0.2 pp +0.0 pp -0.1 pp +3.7 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 16.2 4.2% 4 +0.2 pp +0.1 pp -0.3 pp +4.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 15.5 3.9% 4 +0.2 pp +0.3 pp +0.4 pp +3.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 15.0 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.5 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 14.5 3.6% 4 +0.1 pp +0.1 pp +0.0 pp +3.6 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 12.7 3.0% 4 +0.1 pp -0.1 pp -0.1 pp +3.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 11.8 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.6 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 10.0 4.6% 4 -0.2 pp -0.7 pp -1.0 pp +4.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 9.6 5.5% 4 -0.2 pp -0.8 pp -0.6 pp +5.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 9.5 2.1% 5 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 9.3 1.5% 4 +0.1 pp -0.2 pp -0.2 pp +1.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 8.9 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.8 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 8.4 4.7% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 8.3 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 7.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 7.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 7.1 1.2% 3 +0.5 pp +1.1 pp +1.2 pp +1.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 7.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.8 0.2% 1 +0.2 pp +0.2 pp -0.6 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.8 2.9% 5 -0.1 pp -0.0 pp -0.3 pp -0.3 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 6.7 2.6% 4 -0.0 pp -0.1 pp -0.2 pp +2.6 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.5 4.4% 3 -0.0 pp +1.2 pp +4.4 pp +4.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.5 1.9% 4 +0.1 pp +0.1 pp -0.1 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 6.3 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 5.7 1.6% 4 +0.2 pp +0.4 pp +0.5 pp +1.6 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 5.6 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 5.6 1.9% 4 -1.0 pp -2.4 pp -2.2 pp +1.9 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 5.5 2.1% 4 +0.2 pp +0.1 pp +0.2 pp +2.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.4 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 5.3 4.5% 4 +0.1 pp +0.1 pp +0.1 pp +4.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 5.2 3.0% 4 +0.1 pp +0.0 pp -0.1 pp +3.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 5.2 1.3% 3 +0.4 pp +0.7 pp +1.3 pp +1.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.1 2.1% 3 +0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 5.1 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 5.1 1.2% 4 +0.3 pp +0.1 pp -0.1 pp +1.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.0 2.7% 4 -0.3 pp +0.3 pp +0.1 pp +2.7 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 4.7 3.9% 4 +0.0 pp +0.2 pp +0.2 pp +3.9 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.7 3.2% 4 +0.1 pp +0.1 pp +0.2 pp +3.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 4.7 1.1% 4 +0.0 pp +0.4 pp -0.0 pp +1.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.7 3.3% 4 +0.1 pp +0.1 pp +0.2 pp +3.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 4.4 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.2 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 4.1 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.0 1.9% 4 +0.2 pp +0.5 pp +0.7 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 3.7 1.5% 4 +0.4 pp +0.7 pp +0.8 pp +1.5 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 3.2 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 3.0 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 3.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.0 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.9 1.2% 4 +0.0 pp +0.2 pp +0.3 pp +1.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 2.9 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 2.9 1.5% 4 +0.1 pp +0.1 pp +0.0 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.7 1.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.7 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 2.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.3 1.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 2.3 1.3% 3 +0.0 pp +0.3 pp +1.3 pp +1.3 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 2.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.3 1.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.1 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 1.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 1.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.9 0.9% 4 +0.1 pp +0.0 pp -0.1 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 1.8 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.7 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.6 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.6 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.4 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.4 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 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
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 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 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.1 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.1 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 1.1 0.4% 4 -0.1 pp -3.0 pp -3.0 pp +0.4 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 1.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.9 0.2% 4 -0.1 pp -0.2 pp -0.5 pp +0.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.8 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.7 0.5% 4 +0.1 pp -0.2 pp -0.0 pp +0.5 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.7 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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 0.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vilga Financial Planning LLC CIK 2083456 0.364 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +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
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -0.9 pp -0.7 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -1.6 pp -1.5 pp -1.5 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 -0.0 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
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp -1.3 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 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 DFGR). Qtrs Held counts distinct quarters this fund has actually held DFGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFGR position size. Δ columns are the percentage-point change in DFGR'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