Signals

← Signals

☆DFLV

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

Flow ranking

Rank#221
Score / z0.928 / 1.39
Consensus149.50 over 248 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 518.3 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 169.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 139.9 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 136.3 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 103.6 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 100.2 11.7% 2 +0.3 pp +11.7 pp +11.7 pp +11.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 86.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 69.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 66.0 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 62.4 3.8% 2 +0.9 pp +3.8 pp +3.8 pp +3.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 60.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 60.3 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 48.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 46.3 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 44.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 39.6 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 38.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 37.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 37.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Premier Financial Group CIK 0001989061 0.565 44 37.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 34.8 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 34.5 5.6% 2 -0.7 pp +5.6 pp +5.6 pp +5.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 32.0 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 30.9 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.7 0.3% 2 +0.0 pp +0.3 pp +0.3 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 29.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 29.0 7.6% 2 -0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 28.7 9.7% 4 +0.3 pp +1.6 pp +0.3 pp +9.7 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 28.2 12.5% 2 +0.2 pp +12.5 pp +12.5 pp +12.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 27.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 25.6 9.7% 2 -0.0 pp +9.7 pp +9.7 pp +9.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 24.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 24.3 8.0% 2 -0.5 pp +8.0 pp +8.0 pp +8.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 24.3 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 23.4 13.0% 2 +8.6 pp +13.0 pp +13.0 pp +13.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 19.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 19.9 14.6% 2 -0.2 pp +14.6 pp +14.6 pp +14.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 19.3 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 18.9 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 17.4 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 17.3 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 17.0 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 15.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.0 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 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 13.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 13.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 13.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 12.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 12.6 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 12.5 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 12.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 12.1 12.5% 2 +0.4 pp +12.5 pp +12.5 pp +12.5 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 12.1 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 11.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 10.9 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 10.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 10.7 5.7% 3 -0.3 pp -0.3 pp +5.7 pp +5.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 10.4 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 9.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 8.9 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 8.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 8.3 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.0 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 7.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 7.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 7.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 7.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 7.3 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 7.3 4.2% 3 +0.5 pp +0.5 pp +4.2 pp +4.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 6.6 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 6.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 6.0 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 5.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 5.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 5.4 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 4.2 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 4.0 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 3.9 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 3.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 3.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.5 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 3.5 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 3.5 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.2 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.0 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 3.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 2.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.8 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.4 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.2 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.1 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -3.5 pp -4.6 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 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 DFLV). Qtrs Held counts distinct quarters this fund has actually held DFLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFLV position size. Δ columns are the percentage-point change in DFLV'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