Signals

← Signals

☆DFSD

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

Flow ranking

Rank#55
Score / z3.903 / 3.52
Consensus200.47 over 334 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-7% / 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 293.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 252.9 3.8% 4 -0.5 pp -0.6 pp -0.7 pp +3.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 245.5 2.5% 4 +1.8 pp -0.3 pp -0.0 pp +2.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 186.9 0.9% 4 -0.2 pp -0.2 pp -0.2 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 177.1 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 148.9 10.1% 4 -0.5 pp +0.0 pp +0.5 pp +10.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 143.2 6.6% 4 +0.5 pp +1.1 pp +1.1 pp +6.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 134.5 13.6% 4 +0.4 pp +1.4 pp +1.3 pp +13.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 115.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 109.1 2.1% 3 +0.0 pp +1.1 pp +2.1 pp +2.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 97.7 10.5% 4 -0.1 pp -0.1 pp -0.3 pp +10.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 94.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 85.4 9.0% 4 +0.8 pp +1.0 pp +1.3 pp +9.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 82.1 6.0% 4 +0.5 pp +1.1 pp +1.2 pp +6.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 69.6 36.5% 1 +36.5 pp +36.5 pp +36.5 pp +36.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 64.0 5.3% 4 +0.3 pp +0.5 pp +1.0 pp +5.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 63.8 9.8% 4 +0.3 pp +0.9 pp +0.7 pp +9.8 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 62.1 4.6% 4 -0.4 pp +0.0 pp +1.0 pp +4.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 59.6 9.4% 4 +0.3 pp +0.4 pp +0.3 pp +9.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 57.9 8.9% 4 +0.1 pp +0.3 pp -0.0 pp +8.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 57.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 56.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 52.5 13.5% 4 +0.4 pp +0.4 pp +0.3 pp +13.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 47.8 8.4% 4 +0.1 pp +0.2 pp -0.6 pp +8.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 45.9 15.7% 4 -0.1 pp -0.4 pp -0.3 pp +15.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 44.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 44.2 7.3% 4 -0.8 pp -1.2 pp -1.7 pp +7.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 43.9 0.2% 4 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 43.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 42.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 37.0 17.5% 4 +1.0 pp +1.4 pp +0.6 pp +17.5 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 36.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 35.4 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 35.1 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 32.8 4.4% 4 +0.3 pp +1.0 pp +2.1 pp +4.4 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 29.6 9.8% 4 +1.4 pp +3.0 pp +4.0 pp +9.8 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 28.9 5.6% 4 +0.1 pp +0.2 pp +0.1 pp +5.6 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 28.6 6.7% 4 -0.3 pp +0.7 pp +0.3 pp +6.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 26.7 10.8% 4 -0.7 pp -0.9 pp -1.2 pp +10.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 26.6 4.0% 4 +0.4 pp +0.8 pp +0.7 pp +4.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 24.5 4.9% 4 +0.2 pp +0.1 pp +0.1 pp +4.9 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 24.3 2.2% 4 +0.0 pp -0.0 pp -0.1 pp +2.2 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 24.1 13.7% 4 -0.7 pp -2.3 pp -3.8 pp +13.7 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 23.6 10.5% 4 -1.9 pp -1.7 pp -2.0 pp +10.5 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 23.2 3.5% 4 +0.3 pp +1.0 pp +1.2 pp +3.5 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 23.0 10.8% 4 -0.0 pp +0.1 pp +0.1 pp +10.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.4 5.9% 4 +0.2 pp +0.3 pp +0.1 pp +5.9 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 21.9 7.3% 4 +2.6 pp +4.0 pp +4.0 pp +7.3 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 21.9 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 21.8 2.7% 4 -0.0 pp -0.0 pp -0.2 pp +2.7 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 21.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 21.3 5.2% 4 +1.9 pp +3.6 pp +5.0 pp +5.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 20.1 11.2% 4 +1.4 pp +1.8 pp +1.2 pp +11.2 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 19.6 17.1% 2 -3.1 pp +17.1 pp +17.1 pp +17.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 19.5 7.9% 4 +0.2 pp +0.2 pp +0.4 pp +7.9 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 19.2 13.6% 4 -0.2 pp -0.0 pp -0.0 pp +13.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 19.0 1.7% 4 +0.2 pp +0.4 pp +0.9 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.7 0.7% 5 +0.0 pp -0.3 pp -0.4 pp -0.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 18.6 5.9% 4 -0.4 pp -0.3 pp +2.9 pp +5.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 18.5 1.4% 3 +0.1 pp +0.5 pp +1.4 pp +1.4 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 18.5 7.7% 4 +0.2 pp +0.3 pp -0.1 pp +7.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 18.0 5.0% 3 +0.3 pp +1.1 pp +5.0 pp +5.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 18.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 17.9 6.7% 4 +0.1 pp +0.1 pp +0.0 pp +6.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 17.6 5.3% 4 +0.6 pp +1.2 pp +1.6 pp +5.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 17.6 4.4% 4 -0.0 pp +0.5 pp +0.7 pp +4.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 17.3 3.3% 4 +0.0 pp -0.1 pp -0.3 pp +3.3 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 17.2 10.3% 4 +0.2 pp +0.9 pp +0.2 pp +10.3 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 16.4 2.6% 4 +0.7 pp +0.9 pp +1.4 pp +2.6 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 16.3 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 16.1 4.2% 4 -0.0 pp -0.4 pp -0.4 pp +4.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 14.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 14.8 5.6% 5 +0.1 pp +0.2 pp -0.0 pp -0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 14.7 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 14.7 2.7% 4 +0.0 pp +0.2 pp +0.4 pp +2.7 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 14.5 5.9% 4 +0.4 pp +0.7 pp +0.7 pp +5.9 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 14.4 8.2% 4 +0.1 pp -0.1 pp -0.3 pp +8.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 14.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.2 4.3% 4 -0.1 pp -0.3 pp -0.7 pp +4.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 13.6 4.6% 4 +0.4 pp +0.7 pp +0.9 pp +4.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.6 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 13.6 5.4% 4 +0.7 pp +1.7 pp +1.7 pp +5.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 13.2 0.6% 4 +0.0 pp -0.3 pp -0.8 pp +0.6 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 13.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 12.9 6.2% 2 +0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.8 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 12.7 1.3% 3 -0.6 pp -1.3 pp +1.3 pp +1.3 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 12.6 4.0% 4 +0.9 pp +1.6 pp +2.0 pp +4.0 pp
☆City State Bank CIK 0001910666 0.322 809 12.6 3.3% 4 +0.7 pp +0.9 pp +1.2 pp +3.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 12.6 3.7% 4 +0.3 pp +0.5 pp +0.9 pp +3.7 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 12.4 1.7% 4 -1.1 pp +1.4 pp +1.4 pp +1.7 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 12.3 4.3% 4 +2.3 pp +2.1 pp +2.3 pp +4.3 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 12.1 4.3% 4 +0.4 pp +0.6 pp +1.2 pp +4.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.7 3.0% 4 +0.4 pp +0.4 pp +0.5 pp +3.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.5 1.5% 4 +0.0 pp +0.1 pp +0.0 pp +1.5 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 11.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 11.2 2.9% 4 +0.1 pp +0.0 pp +0.0 pp +2.9 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 11.1 3.3% 4 +0.8 pp +2.4 pp +3.2 pp +3.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 11.1 2.5% 4 +0.3 pp +1.2 pp +0.4 pp +2.5 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 10.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Friday Financial CIK 0002048792 0.653 108 10.5 3.6% 4 +0.2 pp +0.3 pp +0.1 pp +3.6 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 10.4 2.8% 4 +0.7 pp +1.9 pp +2.2 pp +2.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 10.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.0 5.1% 4 +0.2 pp +0.3 pp +0.2 pp +5.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 10.0 3.4% 4 +0.3 pp +0.3 pp +0.3 pp +3.4 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.4 3.7% 4 +0.1 pp +0.1 pp +0.2 pp +3.7 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 9.1 3.9% 6 -0.1 pp -0.1 pp -0.2 pp +3.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 8.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.7 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 8.3 0.9% 4 -0.3 pp -0.9 pp -0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.3 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 8.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 8.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 8.0 1.1% 4 +0.4 pp +0.4 pp +0.6 pp +1.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 7.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 7.8 4.0% 4 +0.7 pp +0.7 pp +0.1 pp +4.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 7.8 4.2% 5 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 7.7 4.0% 4 +1.0 pp +0.8 pp +0.7 pp +4.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 7.7 2.1% 4 +0.2 pp +0.6 pp +1.0 pp +2.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 7.6 3.2% 4 +0.3 pp +0.8 pp +0.8 pp +3.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 7.6 2.7% 4 +0.0 pp +0.1 pp -0.2 pp +2.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.5 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 7.4 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 7.4 1.4% 4 +0.7 pp +1.1 pp +1.3 pp +1.4 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 7.3 4.5% 4 +0.1 pp +0.1 pp +0.1 pp +4.5 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 7.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.2 2.7% 4 +0.6 pp +0.4 pp +0.6 pp +2.7 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.1 2.8% 4 +0.1 pp +0.1 pp +0.1 pp +2.8 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 6.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.9 2.9% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 6.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 6.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 6.4 1.6% 4 +0.6 pp +0.8 pp +0.9 pp +1.6 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 6.3 3.5% 4 +0.1 pp +0.5 pp +0.5 pp +3.5 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 6.2 5.2% 4 -0.1 pp -0.1 pp -0.2 pp +5.2 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.1 1.8% 4 +0.1 pp +0.1 pp -0.1 pp +1.8 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 6.1 3.7% 4 -0.2 pp +0.3 pp +0.7 pp +3.7 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.1 4.7% 4 +1.2 pp +1.0 pp +0.8 pp +4.7 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.4 2.3% 4 -0.2 pp -0.1 pp -0.1 pp +2.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.4 3.6% 4 +0.7 pp +0.7 pp +0.6 pp +3.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.2 0.3% 4 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 5.1 3.5% 5 +0.8 pp +0.7 pp +1.6 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 4.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 4.5 1.4% 4 +0.1 pp +0.4 pp +0.4 pp +1.4 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 4.5 2.7% 3 -0.2 pp -3.1 pp +2.7 pp +2.7 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.5 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SeedSafe Financial LLC CIK 2149814 0.566 39 4.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.0 1.9% 4 +0.3 pp +0.8 pp +1.1 pp +1.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 3.0 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 2.9 1.6% 4 +0.5 pp +0.6 pp +0.7 pp +1.6 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
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☆Five Oceans Advisors CIK 0001876326 0.524 204 2.7 1.0% 4 +0.0 pp -0.0 pp -0.2 pp +1.0 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Applied Capital LLC CIK 0001862965 0.797 53 2.2 0.8% 4 +0.4 pp +0.4 pp +0.3 pp +0.8 pp
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☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.2 0.8% 4 -0.2 pp -0.3 pp -0.4 pp +0.8 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.0 0.5% 3 +0.2 pp -0.1 pp +0.5 pp +0.5 pp
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☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 1.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -1.6 pp -1.2 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 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 0.0 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 DFSD). Qtrs Held counts distinct quarters this fund has actually held DFSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSD position size. Δ columns are the percentage-point change in DFSD'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