Signals

← Signals

☆DFIV

670 in-universe funds with a nonzero position in DFIV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23522
Score / z-0.150 / -0.21
Consensus268.45 over 475 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-67% / 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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,054.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 905.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 853.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 500.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 367.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 335.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 307.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 258.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 238.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 167.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 152.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 149.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 149.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 144.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 143.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 137.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 135.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 118.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 107.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 94.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 89.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 78.5 28.3% 3 +2.0 pp +2.8 pp +28.3 pp +28.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 78.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 72.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 67.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 65.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 64.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 64.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 58.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 57.3 28.9% 1 +28.9 pp +28.9 pp +28.9 pp +28.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 55.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 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 55.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 51.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 50.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 50.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 49.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 47.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 37.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 36.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 36.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 35.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 35.4 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 31.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 31.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 31.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 30.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 30.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 30.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 29.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 28.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 27.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 27.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 27.6 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 26.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 26.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 25.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 24.8 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 24.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 22.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 21.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 20.9 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 20.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 19.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 19.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 18.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 18.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 18.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 18.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 18.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 18.2 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 18.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COWA, LLC CIK 0001844480 0.512 181 17.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 17.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 17.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 17.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 17.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 17.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 16.7 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 16.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 15.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 15.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 15.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 15.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 15.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 14.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 14.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 14.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 14.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 14.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 14.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 13.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 13.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 13.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 13.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 13.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 13.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 12.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 12.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 11.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 11.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 10.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 10.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 10.4 3.7% 3 -0.0 pp +0.4 pp +3.7 pp +3.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 10.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 10.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 10.1 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 9.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 9.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 9.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 9.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 9.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 9.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 8.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 8.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 7.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 7.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 7.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 7.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 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 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 7.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 7.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 7.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 7.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 6.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 6.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 6.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 6.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 5.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 5.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 5.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 5.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.9 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 4.7 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 4.7 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 4.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 4.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 4.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.4 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 4.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Graver Capital Management, LLC CIK 0002056589 0.831 26 4.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.3 2.0% 3 -0.2 pp +0.2 pp +2.0 pp +2.0 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Verum Partners LLC CIK 0001958984 0.585 200 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Martin Worley Group CIK 0002049542 0.360 91 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 3.1 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLG LLC CIK 0002059872 0.428 156 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆City State Bank CIK 0001910666 0.322 809 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 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
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 DFIV). Qtrs Held counts distinct quarters this fund has actually held DFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIV position size. Δ columns are the percentage-point change in DFIV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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