Signals

← Signals

☆DFSU

236 in-universe funds with a nonzero position in DFSU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24423
Score / z-0.743 / -1.11
Consensus108.40 over 171 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆Retirement Solution LLC CIK 0001914606 0.878 75 229.3 54.7% 2 +0.1 pp +54.7 pp +54.7 pp +54.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 124.4 11.3% 2 +2.0 pp +11.3 pp +11.3 pp +11.3 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 101.9 12.4% 2 -0.3 pp +12.4 pp +12.4 pp +12.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 80.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 79.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 52.8 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 50.0 23.2% 2 +0.6 pp +23.2 pp +23.2 pp +23.2 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 31.4 21.7% 2 +0.8 pp +21.7 pp +21.7 pp +21.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 26.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 18.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 16.0 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 15.9 5.9% 2 +3.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 14.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 13.9 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 13.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 11.6 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 11.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 8.9 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 8.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 8.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 7.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 7.2 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 5.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 5.7 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.7 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 5.3 2.6% 3 -0.0 pp +0.5 pp +2.6 pp +2.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 5.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 5.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 4.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 3.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 3.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 3.0 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Premier Financial Group CIK 0001989061 0.418 234 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 2.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 2.6 1.5% 3 +0.3 pp +0.2 pp +1.5 pp +1.5 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 2.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 2.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 2.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 2.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 1.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.3 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.3 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.2 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 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.0 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 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 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 2 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 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 0.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 0.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 2 -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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.2 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 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 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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 0.0% 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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% 1 +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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -3.1 pp -4.2 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 DFSU). Qtrs Held counts distinct quarters this fund has actually held DFSU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSU position size. Δ columns are the percentage-point change in DFSU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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