Signals

← Signals

☆DFIP

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

Flow ranking

Rank#718
Score / z0.210 / 0.17
Consensus72.05 over 115 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+41% / 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 ▾
☆Matson Money. Inc. CIK 0001672512 0.979 9 162.1 5.0% 4 +0.1 pp +0.0 pp -0.2 pp +5.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 47.3 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 44.2 4.5% 4 +0.2 pp +0.5 pp +0.5 pp +4.5 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 33.0 3.6% 4 -0.3 pp -0.5 pp -0.7 pp +3.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 23.6 12.7% 4 +0.4 pp +1.1 pp +1.4 pp +12.7 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 22.3 3.4% 4 +0.1 pp +0.2 pp -0.0 pp +3.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 21.5 4.5% 4 +0.0 pp +0.0 pp +0.1 pp +4.5 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 21.3 2.7% 4 -0.1 pp -0.3 pp -0.4 pp +2.7 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 21.0 4.7% 4 +0.6 pp +1.5 pp +1.3 pp +4.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 19.4 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 17.9 7.4% 4 +0.5 pp +0.6 pp +0.6 pp +7.4 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 14.6 8.3% 4 -0.3 pp +1.3 pp +0.3 pp +8.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 14.3 3.6% 4 +0.1 pp +0.3 pp +1.0 pp +3.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 12.7 2.0% 4 +0.1 pp +0.0 pp +0.0 pp +2.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 12.0 6.2% 4 +0.2 pp +0.5 pp +0.4 pp +6.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 10.6 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 10.6 3.8% 4 +0.1 pp -0.1 pp -0.7 pp +3.8 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 10.6 3.2% 4 +0.1 pp +0.1 pp -0.0 pp +3.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 9.8 8.4% 4 +0.3 pp +0.4 pp +0.6 pp +8.4 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 9.7 0.9% 4 +0.0 pp -0.0 pp +0.2 pp +0.9 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
☆Financial Plan, Inc. CIK 0002107584 0.868 95 8.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 8.0 1.4% 4 -9.1 pp -9.4 pp -9.4 pp +1.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.5 1.7% 4 +0.0 pp -0.0 pp -0.2 pp +1.7 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 7.1 2.1% 4 +0.2 pp +0.3 pp +0.3 pp +2.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 6.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 6.7 3.1% 4 -0.2 pp -0.2 pp -0.3 pp +3.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 6.2 2.1% 4 -0.3 pp -3.8 pp -5.5 pp +2.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 6.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 4.8 1.8% 4 +0.0 pp +0.0 pp -0.0 pp +1.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 4.6 1.3% 4 +0.2 pp +0.3 pp +0.4 pp +1.3 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 4.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.9 1.6% 6 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 3.9 1.7% 4 +0.1 pp -0.2 pp -0.1 pp +1.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.6 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 3.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.4 1.5% 4 +0.1 pp -0.0 pp -0.3 pp +1.5 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.6 1.8% 4 +0.0 pp +0.1 pp +0.1 pp +1.8 pp
☆City State Bank CIK 0001910666 0.322 809 2.5 0.7% 4 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.3 1.3% 3 +0.2 pp +1.0 pp +1.3 pp +1.3 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 2.3 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 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 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.8 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.3 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.0 0.2% 4 -0.2 pp -0.5 pp -1.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.5 0.3% 4 -0.1 pp -1.4 pp -1.0 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.5 0.3% 4 -0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.5 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.4 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 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 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.4 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +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 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 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 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% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 3 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -2.2 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
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.1 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
☆Applied Capital LLC CIK 0001862965 0.797 53 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -5.0 pp -4.6 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
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.0 0.0% 0 -0.2 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 (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