Signals

← Signals

☆DFSV

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

Flow ranking

Rank#445
Score / z0.451 / 0.53
Consensus238.14 over 393 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 976.1 2.9% 5 -0.3 pp -0.1 pp +0.6 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 257.3 2.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 244.8 5.9% 5 -0.1 pp +0.5 pp +0.8 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 182.4 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 182.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 173.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 157.8 2.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 125.8 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 114.4 1.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 110.3 4.4% 5 +0.0 pp +0.4 pp +0.6 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 103.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 92.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 91.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 86.3 0.7% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 84.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 83.5 9.0% 5 +0.0 pp +0.6 pp +1.2 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 76.4 0.0% 6 -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 66.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 57.6 0.5% 5 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 51.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 50.5 5.0% 5 -0.1 pp +0.2 pp +0.0 pp +0.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 46.3 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 44.9 0.6% 5 -0.4 pp -0.4 pp -0.4 pp -0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 40.0 2.7% 5 -0.9 pp -0.8 pp -1.0 pp -0.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 39.8 7.1% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 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 39.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 36.5 3.8% 3 -0.2 pp -0.0 pp +3.8 pp +3.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 36.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 35.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 35.8 8.8% 5 -0.0 pp +0.5 pp +0.9 pp +1.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 35.4 6.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 35.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 35.1 7.9% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 33.9 2.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.9 0.2% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 32.5 6.7% 5 +0.0 pp +0.2 pp +2.7 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 29.4 9.0% 5 +0.1 pp +0.3 pp +0.8 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 29.1 0.9% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 28.5 2.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 27.9 3.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 27.7 0.1% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 27.3 0.9% 6 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 25.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 25.5 5.0% 5 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 24.6 3.7% 5 +1.4 pp +3.0 pp +2.9 pp +3.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 23.3 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 22.8 4.1% 5 +0.1 pp +0.5 pp +0.8 pp +1.1 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 22.7 4.6% 5 -0.2 pp +0.0 pp +0.1 pp +0.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 22.7 5.2% 5 -0.7 pp -0.3 pp -0.2 pp -0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 21.9 7.5% 5 -0.6 pp -0.2 pp -0.3 pp -0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 21.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 20.9 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 20.0 5.6% 5 +0.0 pp +0.3 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 19.8 11.0% 5 -2.7 pp -1.6 pp -0.6 pp -0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 19.6 5.4% 5 -0.1 pp -0.4 pp -0.6 pp -4.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 19.5 5.9% 5 +0.2 pp +1.1 pp +1.8 pp +2.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 18.7 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 17.9 2.3% 5 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Well Done, LLC CIK 0001667132 0.522 202 17.8 2.4% 5 -0.0 pp +0.3 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 16.9 4.8% 1 +4.8 pp +0.3 pp +0.6 pp +0.8 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 16.8 8.3% 5 +0.2 pp +0.2 pp +1.0 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.5 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 16.4 8.3% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 16.0 2.6% 5 -0.1 pp +0.6 pp +1.0 pp +2.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 15.9 6.0% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 15.6 2.2% 5 -0.3 pp -0.2 pp -0.1 pp -0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 15.1 1.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 15.0 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 14.5 7.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 14.0 8.7% 6 +0.6 pp +1.3 pp +0.9 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 13.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 13.2 2.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 13.0 2.3% 5 -0.2 pp -0.2 pp -1.7 pp -1.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 13.0 5.1% 5 +0.1 pp +0.0 pp +0.8 pp +1.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 12.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 12.5 2.9% 5 -0.2 pp -0.4 pp -0.5 pp -1.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 12.4 6.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 12.2 2.8% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 12.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 12.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 11.7 5.5% 5 +0.2 pp +1.4 pp +1.2 pp +1.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 11.5 4.3% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 11.5 2.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 11.4 3.1% 3 -0.2 pp -0.8 pp +3.1 pp +3.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 11.3 0.8% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 11.3 3.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 11.3 8.1% 2 +0.0 pp +8.1 pp +8.1 pp +8.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 11.2 0.4% 5 -0.4 pp -0.6 pp -1.3 pp -1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 11.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 10.9 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 10.7 7.5% 4 -0.0 pp +0.6 pp +0.9 pp +7.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 10.5 0.9% 5 +0.1 pp -0.2 pp -0.4 pp -0.7 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 10.5 2.9% 3 -0.1 pp -0.0 pp +2.9 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 10.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 9.9 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 9.6 1.3% 4 -0.2 pp +0.0 pp +0.6 pp +1.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.4 0.1% 4 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 9.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 9.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 8.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 8.3 2.2% 4 +0.3 pp +0.5 pp +0.5 pp +2.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 8.3 4.6% 5 +0.0 pp +0.3 pp -0.3 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.1 1.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 8.0 3.9% 5 -0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.9 1.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 7.9 2.4% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 7.8 1.9% 5 +0.1 pp +0.4 pp +1.0 pp +1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 7.5 3.9% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 7.4 1.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 7.4 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 7.3 2.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 7.2 1.9% 5 +0.1 pp +0.5 pp +0.7 pp +0.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 6.6 0.8% 5 -0.1 pp +0.0 pp -0.6 pp -0.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 6.4 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 6.2 3.1% 5 +0.1 pp +0.5 pp +0.4 pp +0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.0 1.3% 6 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 6.0 3.2% 5 +0.5 pp +1.0 pp +1.1 pp +1.3 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 6.0 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 5.9 2.2% 5 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 5.9 2.5% 3 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 5.8 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.8 2.2% 6 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 5.6 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 5.6 1.2% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.4 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 5.3 1.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Outbound Financial Inc CIK 2144328 0.605 45 3.4 2.2% 4 -0.3 pp -0.5 pp -0.4 pp +2.2 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.3 1.8% 5 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.1 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Friday Financial CIK 0002048792 0.653 108 1.0 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
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☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 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 1.0 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.0 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 1.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MSA Advisors, LLC CIK 0001040410 0.744 43 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.9 0.5% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.9 0.3% 5 -0.4 pp -0.4 pp -2.0 pp -1.9 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CLG LLC CIK 0002059872 0.428 156 0.8 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.8 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.7 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.7 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆25 LLC CIK 0001968777 0.795 80 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 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 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Partners in Financial Planning CIK 0002054264 0.816 131 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -6.0 pp -5.9 pp -5.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.7 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.4 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.6 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 DFSV). Qtrs Held counts distinct quarters this fund has actually held DFSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSV position size. Δ columns are the percentage-point change in DFSV'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