Signals

← Signals

☆DFSE

208 in-universe funds with a nonzero position in DFSE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16449
Score / z0.000 / -0.02
Consensus78.43 over 117 funds
Momentumnot computed

Price & positioning

226 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 40.2 3.2% 5 +0.3 pp +0.5 pp +0.7 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 32.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 29.0 0.8% 4 +0.0 pp -0.2 pp -0.3 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 27.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 25.8 2.6% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 21.6 6.9% 5 +0.2 pp +0.6 pp +0.6 pp +1.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 17.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 15.8 5.9% 5 -0.2 pp -0.3 pp -0.1 pp -0.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 15.5 1.6% 5 +0.3 pp +0.2 pp -0.4 pp -0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 12.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 12.6 2.5% 5 -0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 7.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 6.0 1.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 5.3 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.5 0.2% 4 -0.1 pp -0.1 pp -0.7 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.0 2.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 3.8 1.6% 5 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.6 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 3.3 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 2.7 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.6 1.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.6 0.7% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.6 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.3 0.3% 1 +0.3 pp -0.0 pp -0.0 pp -0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 2.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 1.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 1.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 1.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 1.7 0.8% 6 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.4 0.4% 7 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.2 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 1.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 1.0 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 1.0 0.6% 1 +0.6 pp +0.5 pp +0.6 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.7 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 5 +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% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.6 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.5 0.2% 5 -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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.5 0.0% 5 +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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 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 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 6 +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% 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% 4 +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% 5 +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% 3 +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% 5 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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% 3 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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% 5 +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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 +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% 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% 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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% 2 +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
☆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
☆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
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☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -8.5 pp -8.3 pp -7.6 pp
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☆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
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☆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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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