Signals

← Signals

☆DFIP

135 in-universe funds with a nonzero position in DFIP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23506
Score / z-0.141 / -0.20
Consensus57.63 over 95 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Matson Money. Inc. CIK 0001672512 0.979 9 149.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 41.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 36.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 33.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 32.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 20.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 18.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 17.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 16.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 16.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 14.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 14.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 12.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 10.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 10.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 10.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 9.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 9.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 8.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 8.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 7.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 6.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 5.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.0 0.9% 3 -0.0 pp +0.3 pp +0.9 pp +0.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 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 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 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 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 1 +0.1 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.2 0.1% 1 +0.1 pp +0.1 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +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 0.1 0.0% 3 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +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
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 DFIP). Qtrs Held counts distinct quarters this fund has actually held DFIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIP position size. Δ columns are the percentage-point change in DFIP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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