Signals

← Signals

☆DFIS

417 in-universe funds with a nonzero position in DFIS within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1335
Score / z0.024 / 0.01
Consensus166.15 over 277 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 2,156.5 0.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 417.5 11.6% 5 -0.7 pp -1.0 pp -1.1 pp -1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 115.9 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 112.6 1.7% 5 -0.6 pp -0.7 pp -0.7 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 98.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 84.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 77.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 69.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 61.0 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 57.3 2.2% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 55.4 0.6% 4 +0.0 pp +0.0 pp +0.3 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 54.7 2.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 53.2 3.1% 2 +1.6 pp +3.1 pp +3.1 pp +3.1 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 52.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 49.9 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 47.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 44.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 42.0 3.3% 5 -0.3 pp -0.5 pp -0.5 pp -0.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 35.6 3.1% 5 -0.3 pp -0.5 pp +0.3 pp -0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 34.3 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 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 32.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 24.8 1.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 24.1 3.8% 3 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 23.1 2.9% 5 +0.0 pp +0.3 pp +0.7 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 21.8 7.5% 5 -0.2 pp +2.7 pp +6.5 pp +6.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 21.1 2.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 20.7 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 20.3 1.8% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 19.3 9.2% 2 +8.7 pp +9.2 pp +9.2 pp +9.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 18.1 2.7% 5 +0.1 pp +0.8 pp +0.7 pp +0.6 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 17.6 1.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 16.9 6.4% 5 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 16.2 2.6% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 16.0 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 15.9 3.5% 5 -0.4 pp -0.4 pp -0.0 pp -0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 14.5 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 13.6 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 13.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 13.4 0.8% 5 +0.0 pp +0.2 pp +0.5 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 12.5 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 12.3 2.8% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 11.9 1.8% 5 -0.0 pp +0.1 pp +0.1 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 11.6 3.3% 1 +3.3 pp -0.2 pp -0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 11.6 1.3% 3 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 11.2 0.7% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 10.9 6.5% 5 -0.0 pp +0.2 pp +5.0 pp +5.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 10.8 4.6% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 10.6 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 10.0 2.2% 5 -0.1 pp -0.0 pp +0.2 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.6 3.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 9.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.2 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 9.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 9.0 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 8.9 1.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.7 1.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 8.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 5 -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 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 8.2 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 6.3 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.7 1.6% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 5.5 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.3 2.0% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 5.2 1.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 5.0 1.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 5.0 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 5.0 1.7% 5 -0.1 pp -0.3 pp -0.7 pp -0.7 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 4.8 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CROBAN CIK 0001694663 0.128 81 4.7 2.1% 4 -0.1 pp -0.0 pp +0.1 pp +2.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 4.6 1.0% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 4.3 0.8% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 4.1 1.9% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 4.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 4.0 2.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 3.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.7 0.8% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.5 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 3.4 1.1% 6 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.2 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.2 1.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 2.8 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.7 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.7 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.6 2.4% 5 -0.3 pp -0.1 pp -0.5 pp -1.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.6 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 2.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.3 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.2 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.2 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.1 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.0 0.6% 1 +0.6 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 2.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 1.9 0.4% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.8 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.7 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 -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% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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% 3 -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% 5 -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% 6 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆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
☆Willow Financial LLC CIK 0002077046 0.158 37 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp -4.9 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -2.5 pp -2.4 pp -2.3 pp -2.2 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 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
☆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
☆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
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆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
☆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
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp -4.1 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
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -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
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 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
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 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 +0.0 pp -1.4 pp -1.3 pp -1.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -2.9 pp -2.8 pp -2.8 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
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -1.1 pp -1.6 pp -1.8 pp -1.8 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
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
☆SHP Wealth Management CIK 0001807060 0.763 1981 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
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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 +0.0 pp -0.7 pp -0.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -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% 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
☆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
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 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
☆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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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