Signals

← Signals

☆DFSU

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

Flow ranking

Rank#73
Score / z2.768 / 3.32
Consensus130.57 over 197 funds
Momentum-0.16 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest+128% / 1.6d ⚡

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 75 255.5 49.9% 5 -3.2 pp -2.2 pp -4.7 pp -4.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 163.8 13.1% 5 +0.9 pp +1.1 pp +1.8 pp +3.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 111.0 11.0% 5 -0.1 pp -0.7 pp -1.4 pp -1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 100.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 96.5 2.7% 4 +0.1 pp -1.0 pp -1.2 pp +2.7 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 73.2 27.1% 5 +2.5 pp +1.1 pp +3.9 pp +4.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 70.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 60.6 6.4% 5 +1.6 pp +1.1 pp -1.2 pp -1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 34.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 22.8 7.3% 5 +0.4 pp +0.6 pp +1.5 pp +5.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 22.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 19.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 17.5 2.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 14.9 0.5% 4 -0.2 pp -0.3 pp +0.3 pp +0.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 13.1 2.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 12.8 0.6% 5 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 12.5 1.0% 5 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 12.0 4.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 11.6 2.6% 5 +0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 10.9 0.2% 1 +0.2 pp -0.1 pp +0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 9.8 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 9.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 9.1 4.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 8.7 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 8.5 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 7.4 2.1% 5 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 7.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 7.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 6.7 2.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 6.6 2.8% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 6.4 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 6.2 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 6.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 5.8 2.3% 6 -0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 5.2 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 5.1 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Northland Capital Management LLC CIK 0001693032 0.536 30 4.3 2.3% 5 +0.1 pp -0.9 pp -1.0 pp -0.6 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 4.1 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 4.1 0.9% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 3.3 1.6% 6 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.1 0.4% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Premier Financial Group CIK 0001989061 0.418 234 3.1 0.6% 4 +0.2 pp -0.1 pp -0.1 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 6 +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 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 2.9 1.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.8 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.8 1.3% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 2.7 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 2.7 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 2.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 2.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 2.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 2.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 2.5 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.5 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 2.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 2.3 1.5% 5 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.1 0.5% 5 +0.0 pp -0.1 pp -0.3 pp -0.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.1 0.7% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 2.0 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 1.9 0.7% 5 +0.2 pp +0.4 pp +0.3 pp +0.3 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.9 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.9 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 1.8 0.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 1.8 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.8 0.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 1.7 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 1.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.6 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.6 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.5 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 1.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.3 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.1 0.3% 5 -0.1 pp -0.2 pp -0.0 pp -0.4 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 1.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.9 0.7% 5 -0.1 pp -0.1 pp -0.6 pp -0.4 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.8 0.4% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.8 0.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.8 0.1% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.0% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆marrick wealth, LLC CIK 0002109850 0.626 62 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 0.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BWM Planning, LLC CIK 0002039698 0.671 99 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.3 0.1% 5 +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% 1 +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
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
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☆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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 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 -1.8 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 (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