Signals

← Signals

☆DFNM

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

Flow ranking

Rank#1386
Score / z0.018 / 0.01
Consensus82.88 over 136 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Truepoint, Inc. CIK 0001427748 0.954 160 125.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 99.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 71.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 40.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 39.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 37.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 37.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 37.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 32.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 31.6 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 29.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 26.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 24.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 22.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 17.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 17.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 16.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 15.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 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 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 13.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 10.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 10.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 10.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 8.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 8.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 8.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 8.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 7.4 3.5% 3 +1.1 pp +1.1 pp +3.5 pp +3.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 5.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 5.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 5.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.8 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.4 0.2% 1 +0.2 pp +0.2 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 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 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
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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% 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.4 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 DFNM). Qtrs Held counts distinct quarters this fund has actually held DFNM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFNM position size. Δ columns are the percentage-point change in DFNM'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