Signals

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☆DFSB

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

Flow ranking

Rank#536
Score / z0.313 / 0.38
Consensus40.84 over 63 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 ▾
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 110.0 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 23.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 17.5 9.2% 2 +0.2 pp +9.2 pp +9.2 pp +9.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 9.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 8.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 7.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 6.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 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
☆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
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 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 DFSB). Qtrs Held counts distinct quarters this fund has actually held DFSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSB position size. Δ columns are the percentage-point change in DFSB'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