Signals

← Signals

☆DFSE

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

Flow ranking

Rank#15170
Score / z0.000 / -0.02
Consensus84.46 over 120 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 32.2 2.9% 4 +0.2 pp +0.4 pp +0.4 pp +2.9 pp
☆MASECO LLP CIK 0002074052 0.917 291 24.9 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 23.1 2.6% 4 +0.0 pp -0.2 pp -0.4 pp +2.6 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 18.6 6.7% 4 +0.4 pp +0.4 pp +1.0 pp +6.7 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 15.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 14.4 1.3% 4 -0.1 pp -0.7 pp -0.6 pp +1.3 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 13.9 6.0% 4 -0.1 pp +0.1 pp -0.1 pp +6.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 11.0 2.6% 4 +0.2 pp +0.0 pp +0.0 pp +2.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 6.6 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.4 0.4% 3 +0.0 pp -0.6 pp +0.4 pp +0.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 5.8 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 4.4 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.8 2.6% 4 +0.0 pp +0.0 pp -0.0 pp +2.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 3.3 1.6% 4 -0.0 pp -0.2 pp +0.1 pp +1.6 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.2 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.0 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆New Capital Management LP CIK 0001696731 0.833 60 2.9 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.4 1.0% 4 +0.0 pp +0.2 pp +0.3 pp +1.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 2.3 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.3 1.4% 4 -0.0 pp -0.1 pp +0.4 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.9 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.6 0.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 1.5 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.1 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.1 0.4% 6 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.9 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.8 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.4 0.0% 5 -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% 4 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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% 5 +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% 3 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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% 4 -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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 +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% 3 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 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% 0 -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 -0.2 pp +0.0 pp -0.5 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -8.5 pp -8.3 pp -7.6 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
☆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
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 (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