Signals

← Signals

☆DFSI

183 in-universe funds with a nonzero position in DFSI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#865
Score / z0.122 / 0.14
Consensus83.18 over 132 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 45.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 34.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 30.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 27.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 22.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 16.9 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 14.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 12.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 10.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 8.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 8.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆New Capital Management LP CIK 0001696731 0.833 60 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 6.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 5.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.2 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jentner Corp CIK 0001695908 0.884 54 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 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 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.1 0.0% 1 +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% 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 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% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +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% 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% 1 +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% 1 +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% 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% 1 +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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +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% 3 +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% 1 +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% 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% 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% 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% 1 +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% 1 +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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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