Signals

← Signals

☆DFIS

323 in-universe funds with a nonzero position in DFIS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22585
Score / z-0.249 / -0.37
Consensus139.25 over 232 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 1,507.2 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 399.8 12.6% 3 -0.1 pp -0.3 pp +12.6 pp +12.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 117.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 114.5 2.4% 3 +0.1 pp +0.8 pp +2.4 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 85.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 79.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 51.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 47.5 2.6% 3 -0.1 pp -0.3 pp +2.6 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 46.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 44.0 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 42.6 3.7% 3 -0.0 pp -0.1 pp +3.7 pp +3.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 40.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 40.0 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 38.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.1 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 34.1 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 30.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 27.7 1.6% 3 -0.2 pp -0.1 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 21.0 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 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 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 19.5 3.6% 3 +0.8 pp +0.1 pp +3.6 pp +3.6 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 18.8 2.7% 3 +0.5 pp +0.5 pp +2.7 pp +2.7 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 17.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 16.6 2.6% 3 +0.0 pp +0.2 pp +2.6 pp +2.6 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 16.3 6.9% 3 +0.0 pp -0.0 pp +6.9 pp +6.9 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 16.1 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 16.1 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 14.9 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.2 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 13.9 3.9% 3 +0.3 pp -0.1 pp +3.9 pp +3.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 12.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 12.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 11.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 11.4 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 11.3 4.8% 3 +3.9 pp +4.2 pp +4.8 pp +4.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.9 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.9 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 10.2 1.7% 3 -0.0 pp -0.6 pp +1.7 pp +1.7 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 10.1 6.4% 3 +4.8 pp +4.9 pp +6.4 pp +6.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 9.9 5.0% 3 +0.1 pp +0.1 pp +5.0 pp +5.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 9.7 2.5% 3 +0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 9.4 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 9.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 9.1 2.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 9.0 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.5 2.2% 3 +0.2 pp +0.4 pp +2.2 pp +2.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.3 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.2 3.1% 3 +0.2 pp +0.3 pp +3.1 pp +3.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 8.1 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.8 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 6.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.6 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 5.9 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 5.4 1.9% 3 -0.4 pp -0.4 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 5.0 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 4.9 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.9 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.6 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.5 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆CROBAN CIK 0001694663 0.128 81 4.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 4.4 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 4.4 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 4.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.9 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.6 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.3 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 3.2 1.1% 4 +0.0 pp +0.3 pp -0.0 pp +1.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 3.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.8 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.6 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.3 2.5% 3 -0.4 pp -1.3 pp +2.5 pp +2.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.1 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.0 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 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 1.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 1.3 0.4% 1 +0.4 pp +0.0 pp +0.4 pp +0.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.3 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 1.0 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.9 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆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
☆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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
☆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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -2.0 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
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -4.2 pp -4.9 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
☆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
☆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
☆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
☆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 Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -4.2 pp -4.1 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.7 pp -0.7 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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