Signals

← Signals

☆DFSE

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

Flow ranking

Rank#1300
Score / z0.020 / 0.03
Consensus67.09 over 107 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 27.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 23.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MASECO LLP CIK 0002074052 0.917 291 22.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 17.1 6.3% 2 +0.6 pp +6.3 pp +6.3 pp +6.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 16.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 14.0 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 12.9 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 12.0 8.3% 2 +0.7 pp +8.3 pp +8.3 pp +8.3 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 10.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 6.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 5.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.6 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 3.1 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 3.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.3 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.4 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.3 0.4% 4 +0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 2 +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
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -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 0.0 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 DFSE). Qtrs Held counts distinct quarters this fund has actually held DFSE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSE position size. Δ columns are the percentage-point change in DFSE'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