Signals

← Signals

☆DFSI

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

Flow ranking

Rank#16321
Score / z0.000 / -0.02
Consensus116.93 over 177 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 55.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 45.7 1.3% 4 -0.0 pp -0.5 pp -0.5 pp +1.3 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 44.9 3.6% 5 +0.0 pp +0.2 pp +0.5 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 44.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 37.5 3.7% 5 -0.3 pp -0.4 pp -0.6 pp -1.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 34.6 5.7% 5 -0.3 pp -0.5 pp +0.5 pp -0.6 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 27.3 2.9% 5 +0.6 pp +0.4 pp -0.6 pp -0.5 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 19.2 6.2% 5 -0.0 pp +0.3 pp +1.0 pp +2.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 17.7 6.6% 5 -0.6 pp -0.5 pp -0.0 pp -0.2 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 15.8 3.1% 5 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 13.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 12.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 10.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 10.0 6.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 9.2 2.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 9.1 3.9% 5 -0.1 pp -0.3 pp -0.5 pp +0.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.4 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 8.1 1.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 6.9 0.5% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 6.4 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.9 2.3% 5 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.5 0.3% 4 -0.2 pp -0.2 pp -1.2 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 5.0 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 4.9 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 4.5 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 4.4 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 4.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 4.2 0.9% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 4.0 1.1% 5 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 3.9 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.7 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 3.4 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.8 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.7 1.3% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.4 0.8% 7 +0.1 pp +0.2 pp +0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.3 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 2.2 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 2.2 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 2.2 1.2% 5 +0.3 pp -0.1 pp -0.1 pp +0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 1.8 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.7 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 1.7 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 1.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.5 0.7% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 1.2 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 1.1 0.4% 6 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 1.0 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 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
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 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 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.7 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.6 0.4% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.6 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.6 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.6 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 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 7 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.5 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.5 0.2% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 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 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 5 -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 0.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 5 -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% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 5 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.2 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.2 0.1% 1 +0.1 pp -1.4 pp -2.0 pp -2.1 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 0.2 0.0% 1 +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
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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
☆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
☆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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 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% 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
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 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% 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% 5 -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% 5 +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
☆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
☆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
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 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% 2 -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 +0.0 pp +0.0 pp -1.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 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
☆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
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -12.7 pp -12.5 pp -12.8 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 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 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 +0.0 pp -0.7 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆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
☆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
☆Caprock Group, LLC CIK 0001610769 0.496 1234 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 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆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 (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