Signals

← Signals

☆DFIS

282 in-universe funds with a nonzero position in DFIS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24157
Score / z-0.246 / -0.37
Consensus123.78 over 202 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,071.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 386.1 12.7% 2 -0.2 pp +12.7 pp +12.7 pp +12.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 111.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 108.4 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 99.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 74.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 59.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 53.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 51.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 44.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 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 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 41.8 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 41.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 37.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 36.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 36.0 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 31.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 30.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 28.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 19.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 15.5 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 14.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 14.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 14.2 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 14.1 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 12.6 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 12.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 10.5 2.8% 2 -0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.1 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 9.7 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 9.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 8.9 4.2% 2 -0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 8.8 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 8.4 2.8% 4 +0.0 pp +0.2 pp +0.4 pp +2.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 8.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 8.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 7.5 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 7.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 7.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 2 +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 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 6.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 6.3 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 5.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 5.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.4 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 4.4 1.5% 2 -0.2 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 4.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 4.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 3.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 3.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 3.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 3.0 1.1% 3 +0.3 pp -0.1 pp +1.1 pp +1.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.0 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CROBAN CIK 0001694663 0.128 81 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.6 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.2 3.0% 2 -0.8 pp +3.0 pp +3.0 pp +3.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.1 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 1.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOTCO CIK 0001306333 0.349 840 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.4 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.3 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 2 +0.0 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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% 1 +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% 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
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 -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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 -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% 2 -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 -0.1 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
☆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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 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
☆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
☆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
☆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
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.0 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.3 pp +0.0 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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