Signals

← Signals

☆DFNM

322 in-universe funds with a nonzero position in DFNM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1375
Score / z0.028 / 0.00
Consensus137.48 over 217 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 202.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 148.4 3.3% 4 +0.1 pp +0.1 pp +0.2 pp +3.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 70.0 2.1% 4 -0.1 pp -0.2 pp -0.4 pp +2.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 63.9 0.9% 4 +0.3 pp +0.2 pp +0.2 pp +0.9 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 63.1 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 57.5 0.6% 4 +0.6 pp +0.1 pp +0.1 pp +0.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 42.9 6.6% 4 +0.1 pp +0.1 pp -0.7 pp +6.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 42.2 1.5% 4 -0.0 pp +0.0 pp -0.1 pp +1.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 42.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 38.1 2.6% 4 -0.2 pp -0.3 pp -0.4 pp +2.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 37.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 35.5 2.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 34.4 3.1% 4 +0.1 pp +0.3 pp +0.8 pp +3.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 25.5 8.1% 2 -1.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 25.4 5.0% 4 +0.0 pp -0.1 pp -0.5 pp +5.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 24.8 4.3% 4 -0.1 pp +0.6 pp +1.0 pp +4.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 23.1 2.4% 4 +0.6 pp +0.9 pp +1.0 pp +2.4 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 20.5 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 17.2 6.6% 4 -0.3 pp -0.7 pp -1.1 pp +6.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 15.7 3.6% 4 -0.2 pp +0.2 pp +0.4 pp +3.6 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 15.5 7.3% 4 +0.2 pp +0.4 pp +0.5 pp +7.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 15.4 7.9% 4 +0.1 pp +0.3 pp +0.6 pp +7.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.9 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 13.3 4.4% 4 +0.2 pp +1.2 pp +1.6 pp +4.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 13.1 3.7% 3 -0.9 pp -0.9 pp +3.7 pp +3.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 13.0 0.7% 4 -0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.9 2.0% 4 +0.3 pp +0.5 pp +0.6 pp +2.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 11.5 4.6% 4 +0.3 pp +1.2 pp +2.1 pp +4.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 10.2 4.6% 4 +0.1 pp +0.4 pp +0.5 pp +4.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆25 LLC CIK 0001968777 0.795 80 10.0 3.1% 4 -0.0 pp +2.0 pp +2.1 pp +3.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 9.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 9.7 7.4% 4 -0.2 pp -0.1 pp -0.4 pp +7.4 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 9.7 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 9.2 4.0% 4 +0.3 pp +0.8 pp +1.3 pp +4.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 9.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 8.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 8.1 3.3% 6 -0.1 pp -0.0 pp -0.2 pp +0.9 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 8.1 6.0% 3 +0.1 pp -0.0 pp +6.0 pp +6.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 7.9 3.6% 4 +0.0 pp -0.1 pp -0.6 pp +3.6 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 7.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 7.1 3.3% 4 -0.0 pp -0.2 pp -0.4 pp +3.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 6.6 2.0% 4 -0.0 pp -0.1 pp +0.2 pp +2.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 6.4 1.6% 4 -0.0 pp -0.0 pp +0.1 pp +1.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 6.2 2.2% 4 +1.5 pp +1.5 pp +1.4 pp +2.2 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.6 1.3% 4 -0.1 pp -0.1 pp -0.4 pp +1.3 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 5.5 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 5.2 3.1% 4 +0.1 pp +0.4 pp +0.6 pp +3.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 5.0 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 4.9 3.9% 3 -0.2 pp -0.3 pp +3.9 pp +3.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.9 1.2% 4 +0.1 pp +0.3 pp +0.5 pp +1.2 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 4.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 4.7 1.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 4.7 1.6% 4 -0.1 pp -0.2 pp -0.1 pp +1.6 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 4.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 4.7 1.8% 3 +0.1 pp +1.1 pp +1.8 pp +1.8 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 4.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 4.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 3.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 3.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 3.5 2.0% 4 +0.2 pp +0.3 pp +1.3 pp +2.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 3.3 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 3.3 1.3% 4 +0.0 pp +0.3 pp -0.4 pp +1.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.3 1.4% 4 -0.1 pp +0.1 pp +0.3 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 3.0 1.6% 4 -0.2 pp -0.3 pp -0.6 pp +1.6 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 3.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 3.0 1.7% 5 +0.4 pp +0.5 pp +0.6 pp -0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.9 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 2.9 0.8% 4 +0.2 pp +0.6 pp +0.7 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 2.8 1.4% 4 +0.1 pp +0.3 pp +0.2 pp +1.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.7 1.5% 3 +0.5 pp +1.1 pp +1.5 pp +1.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.7 0.7% 4 +0.0 pp -0.1 pp -0.4 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.7 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 2.5 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 2.4 1.0% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.4 0.6% 4 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 2.1 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.1 1.0% 4 -0.1 pp +0.4 pp +0.4 pp +1.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.0 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.0 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 1.9 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.8 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.8 1.2% 4 -0.0 pp -0.1 pp -0.3 pp +1.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 1.8 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 1.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.8 1.1% 4 -0.1 pp -0.2 pp -0.1 pp +1.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.7 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.5 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 1.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.4 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 1.3 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 1.2 1.0% 4 +0.0 pp +0.1 pp +0.3 pp +1.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.2 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.1 0.6% 4 +0.1 pp +0.3 pp +0.2 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 1.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 1.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.0 0.0% 0 +0.0 pp -0.1 pp -0.6 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -2.4 pp -2.3 pp -2.4 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -4.9 pp -5.5 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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