Signals

← Signals

☆DFIS

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

Flow ranking

Rank#22864
Score / z-0.235 / -0.23
Consensus152.13 over 249 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-4% / 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,921.9 0.9% 4 +0.0 pp +0.2 pp +0.5 pp +0.9 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 401.3 12.3% 4 -0.3 pp -0.4 pp -0.6 pp +12.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 111.1 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 108.0 2.3% 4 -0.1 pp -0.1 pp +0.7 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 94.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 81.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 62.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 50.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 48.0 2.6% 4 -0.1 pp -0.1 pp -0.4 pp +2.6 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 47.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 47.2 2.5% 4 +0.2 pp +0.2 pp +0.4 pp +2.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 43.8 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 43.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 43.1 0.7% 4 +0.0 pp +0.1 pp +0.3 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 42.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 40.0 3.5% 4 -0.2 pp -0.2 pp -0.3 pp +3.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 38.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 37.7 1.7% 4 -0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 32.4 3.4% 4 -0.2 pp +0.6 pp -0.1 pp +3.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 30.2 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 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 30.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 22.8 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 21.6 3.8% 2 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 20.7 2.9% 4 +0.2 pp +0.7 pp +0.8 pp +2.9 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 19.5 7.7% 4 +2.9 pp +6.7 pp +7.1 pp +7.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 19.2 2.6% 4 -0.0 pp -0.0 pp +0.1 pp +2.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 18.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 17.9 1.8% 4 -0.0 pp +0.1 pp +0.1 pp +1.8 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 16.8 1.6% 4 +0.0 pp +0.1 pp +0.2 pp +1.6 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 16.6 6.9% 4 +0.0 pp +0.0 pp -0.0 pp +6.9 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 15.4 2.8% 4 +0.1 pp +0.2 pp +0.3 pp +2.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 15.1 1.1% 4 -0.5 pp -0.7 pp -0.7 pp +1.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 15.0 3.9% 4 +0.0 pp +0.3 pp -0.1 pp +3.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 14.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 13.9 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 13.8 2.6% 4 +0.7 pp +0.5 pp +0.5 pp +2.6 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 12.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 12.2 0.8% 4 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 12.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 12.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.5 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 10.7 1.8% 4 +0.1 pp +0.1 pp -0.5 pp +1.8 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 10.6 6.6% 4 +0.2 pp +5.0 pp +5.1 pp +6.6 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 10.4 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 10.1 4.8% 4 -0.2 pp -0.1 pp -0.1 pp +4.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 9.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 9.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 9.6 2.4% 4 -0.0 pp +0.0 pp -0.1 pp +2.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 9.1 2.3% 4 +0.1 pp +0.2 pp +0.5 pp +2.3 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.8 3.2% 4 +0.0 pp +0.2 pp +0.3 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.7 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 8.1 1.8% 4 +0.0 pp +0.2 pp +0.2 pp +1.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.1 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 6.8 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.7 1.5% 4 +0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 6.0 1.4% 4 +0.0 pp +0.0 pp +0.1 pp +1.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.8 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.2 1.6% 4 +0.0 pp +0.1 pp -0.1 pp +1.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 5.1 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 5.0 1.8% 4 -0.2 pp -0.6 pp -0.5 pp +1.8 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.8 1.9% 4 -0.0 pp -0.1 pp -0.0 pp +1.9 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 4.7 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 4.6 2.4% 4 -0.1 pp -0.0 pp -0.0 pp +2.4 pp
☆CROBAN CIK 0001694663 0.128 81 4.5 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 4.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 4.5 2.4% 4 -0.1 pp +0.0 pp +0.0 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.0 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 4.0 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.8 2.1% 4 -0.1 pp -0.2 pp -0.4 pp +2.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 3.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 3.3 1.2% 5 +0.1 pp +0.1 pp +0.4 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 3.2 0.8% 4 -0.0 pp -0.1 pp +0.3 pp +0.8 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 3.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.1 1.4% 4 +0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.8 0.8% 4 +0.2 pp +0.2 pp +0.3 pp +0.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.6 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.6 1.5% 4 -0.1 pp -0.2 pp -0.4 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.4 2.7% 4 +0.2 pp -0.2 pp -1.0 pp +2.7 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.0 1.9% 4 -0.0 pp -0.0 pp -0.1 pp +1.9 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.0 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.9 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.9 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 1.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 1.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.5 0.0% 4 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.4 0.6% 4 +0.2 pp +0.4 pp +0.3 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.3 0.4% 2 -0.0 pp +0.4 pp +0.0 pp +0.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.3 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -4.2 pp -4.9 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 -1.4 pp -1.3 pp -1.4 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -2.9 pp -2.8 pp -2.8 pp -2.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 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
☆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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -3.5 pp -3.3 pp -3.3 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -1.0 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 -4.2 pp -4.1 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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
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 DFIS). Qtrs Held counts distinct quarters this fund has actually held DFIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIS position size. Δ columns are the percentage-point change in DFIS'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