Signals

← Signals

☆DFSI

217 in-universe funds with a nonzero position in DFSI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22469
Score / z-0.149 / -0.22
Consensus95.08 over 150 funds
Momentumno 12m return

Price & positioning

227 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 Wealth CIK 0001542153 0.901 2759 50.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 40.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 37.1 3.4% 3 +0.3 pp +0.1 pp +3.4 pp +3.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 36.6 4.1% 3 -0.2 pp -0.6 pp +4.1 pp +4.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 31.8 6.2% 3 +1.1 pp -0.1 pp +6.2 pp +6.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 31.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 25.0 2.4% 3 -1.0 pp -0.9 pp +2.4 pp +2.4 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 18.2 12.7% 3 +0.2 pp -0.1 pp +12.7 pp +12.7 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 16.7 5.9% 3 +0.7 pp +2.1 pp +5.9 pp +5.9 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 15.3 7.1% 3 +0.5 pp +0.3 pp +7.1 pp +7.1 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 15.2 3.4% 3 -0.2 pp -0.4 pp +3.4 pp +3.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 12.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 9.2 6.5% 3 +0.2 pp +0.2 pp +6.5 pp +6.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 9.1 0.6% 2 -0.9 pp +0.6 pp +0.6 pp +0.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 8.5 2.0% 3 +0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 8.2 4.2% 3 -0.2 pp +0.7 pp +4.2 pp +4.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆New Capital Management LP CIK 0001696731 0.833 60 7.8 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 7.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 6.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 5.2 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.2 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 4.9 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 4.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.6 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 4.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 4.1 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 4.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.9 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 3.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 3.2 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 3.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.0 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 2.6 1.4% 3 -0.6 pp -0.7 pp +1.4 pp +1.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 2.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.1 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.7 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Premier Financial Group CIK 0001989061 0.565 44 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.3 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 1.1 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.1 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 1.0 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.8 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 3 -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 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.5 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 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 0.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 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 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 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 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.1 0.0% 3 -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% 1 +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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 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 0.1 0.0% 3 +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% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 3 +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% 1 +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% 3 -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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.9 pp -0.9 pp -0.8 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 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
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 DFSI). Qtrs Held counts distinct quarters this fund has actually held DFSI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSI position size. Δ columns are the percentage-point change in DFSI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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