Signals

← Signals

☆DFSD

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

Flow ranking

Rank#371
Score / z0.556 / 0.69
Consensus141.43 over 237 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 187.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 176.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 175.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 162.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 147.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 123.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 111.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 93.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 91.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 81.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 65.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 61.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 59.6 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 57.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 55.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 49.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 46.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 45.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 44.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 44.6 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 42.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 36.5 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 31.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 27.8 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 27.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 27.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 26.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 24.8 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 24.1 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 23.9 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 23.1 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 23.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 22.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 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 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 20.4 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 19.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 19.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 18.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 18.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 17.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 17.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 17.3 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 17.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 17.0 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 16.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 14.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 14.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 13.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 13.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 13.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 13.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 13.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 12.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 12.7 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 12.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 12.5 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 11.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 11.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 11.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 10.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 10.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 10.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 9.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.1 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 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 8.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 8.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 7.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 7.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 7.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 7.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 7.7 4.1% 3 +3.2 pp +3.2 pp +4.1 pp +4.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 7.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 7.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Friday Financial CIK 0002048792 0.653 108 7.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆City State Bank CIK 0001910666 0.322 809 6.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 6.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 6.1 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 6.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 5.3 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.1 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 5.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 4.8 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 4.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 4.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 4.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.4 1.1% 3 +0.1 pp +0.5 pp +1.1 pp +1.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 2.3 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 2.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 0.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CLG LLC CIK 0002059872 0.428 156 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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 (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