Signals

← Signals

☆DFSD

374 in-universe funds with a nonzero position in DFSD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#76
Score / z2.113 / 3.17
Consensus165.69 over 284 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 244.1 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 226.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 200.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 194.1 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 155.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 142.5 10.1% 2 +0.5 pp +10.1 pp +10.1 pp +10.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 116.8 12.3% 2 -0.1 pp +12.3 pp +12.3 pp +12.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 98.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 93.9 10.6% 2 -0.2 pp +10.6 pp +10.6 pp +10.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 89.5 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 86.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 73.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 68.0 8.0% 2 +0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 60.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 57.0 9.0% 2 -0.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 54.4 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆WPWealth LLP CIK 0001950118 0.866 103 52.3 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 50.9 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 46.8 13.1% 2 -0.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 46.2 8.5% 2 -0.5 pp +8.5 pp +8.5 pp +8.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 44.2 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 43.5 8.2% 2 -0.8 pp +8.2 pp +8.2 pp +8.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 39.1 16.0% 2 +0.1 pp +16.0 pp +16.0 pp +16.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 31.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 30.2 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆MASECO LLP CIK 0002074052 0.917 291 30.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 29.6 16.2% 2 -0.7 pp +16.2 pp +16.2 pp +16.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 28.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 27.1 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 25.4 11.8% 2 -0.3 pp +11.8 pp +11.8 pp +11.8 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 25.2 12.2% 2 -0.3 pp +12.2 pp +12.2 pp +12.2 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 25.1 16.0% 2 -1.6 pp +16.0 pp +16.0 pp +16.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 24.7 10.0% 2 -0.5 pp +10.0 pp +10.0 pp +10.0 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 23.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 22.8 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 21.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 20.9 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 20.8 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 20.4 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 19.6 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 19.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 18.9 10.8% 2 -0.0 pp +10.8 pp +10.8 pp +10.8 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 18.5 13.6% 2 -0.0 pp +13.6 pp +13.6 pp +13.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 18.4 3.4% 2 +1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 18.1 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 16.9 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 16.8 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 16.2 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 15.7 6.8% 2 +0.9 pp +6.8 pp +6.8 pp +6.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 15.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 15.3 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 15.0 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 15.0 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 15.0 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 14.7 6.2% 2 +3.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 14.4 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 14.2 9.4% 2 -0.7 pp +9.4 pp +9.4 pp +9.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.1 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 13.8 9.4% 2 -0.6 pp +9.4 pp +9.4 pp +9.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 13.5 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 13.4 5.4% 3 -0.2 pp -0.5 pp +5.4 pp +5.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 13.3 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 13.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 12.8 4.1% 2 +0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 12.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.4 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 12.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 11.8 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 10.7 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 10.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 10.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 10.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 10.1 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 9.9 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 9.8 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 9.7 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 9.5 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.4 3.7% 2 +0.6 pp +3.7 pp +3.7 pp +3.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 9.0 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.8 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 8.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 8.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 8.6 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.5 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 8.3 4.0% 4 -0.2 pp +3.0 pp +3.1 pp +4.0 pp
☆City State Bank CIK 0001910666 0.322 809 8.3 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 8.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Friday Financial CIK 0002048792 0.653 108 7.9 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 7.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 7.5 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 6.9 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.7 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.7 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.6 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.6 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 6.1 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 5.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kooman & Associates CIK 0001961850 0.724 56 5.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.7 3.0% 3 -0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 5.6 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.5 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.5 3.3% 3 +0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 5.5 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 5.4 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 5.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.3 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 5.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 5.0 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 4.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 4.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.7 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 4.5 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.4 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 4.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 3.8 2.8% 3 +0.9 pp +1.5 pp +2.8 pp +2.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.5 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.4 0.0% 2 -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 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 2.9 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 2.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 1.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.7 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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% 2 -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% 2 -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% 2 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -12.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -3.2 pp -2.8 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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