Signals

← Signals

★DFUS

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

Flow ranking

Rank#28
Score / z6.108 / 7.35
Consensus356.06 over 606 funds
Momentum-0.13 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest-37% / 1.0d

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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3,257.3 3.5% 5 -0.3 pp -0.4 pp -0.8 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 773.8 0.8% 6 +0.1 pp +0.0 pp -0.3 pp -0.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 603.9 17.0% 4 +0.3 pp -7.1 pp -9.5 pp +17.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 426.0 16.6% 5 -3.5 pp -3.8 pp -3.8 pp -3.5 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 408.9 16.2% 5 +0.4 pp -1.0 pp -1.3 pp -2.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 396.5 4.5% 4 -2.4 pp -2.4 pp +0.9 pp +4.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 362.5 8.8% 5 -0.5 pp -1.3 pp -1.5 pp -1.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 313.8 13.6% 5 +1.1 pp +0.6 pp +0.8 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 313.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 301.4 12.3% 5 -1.6 pp -1.3 pp -1.6 pp -1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 279.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 272.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 240.5 22.3% 5 +1.1 pp +0.4 pp +0.9 pp +1.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 221.2 1.9% 5 +0.1 pp -0.2 pp +0.3 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 218.0 6.4% 5 +0.2 pp -0.3 pp -0.7 pp -1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 214.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 192.8 42.0% 5 +2.0 pp +0.8 pp +0.7 pp +1.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 179.9 2.5% 5 +0.0 pp +0.7 pp +0.7 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 151.6 4.9% 5 +0.3 pp +0.6 pp +4.7 pp +4.7 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 145.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 141.5 9.1% 5 +1.1 pp -2.6 pp +6.9 pp +6.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 139.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 130.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 127.4 28.5% 5 +1.6 pp +0.2 pp -0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 114.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 109.3 5.4% 5 +0.1 pp -0.4 pp -0.5 pp -0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 106.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 104.8 17.0% 5 +1.2 pp +1.6 pp +1.5 pp +1.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 104.0 0.5% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 102.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 98.7 21.7% 5 +1.4 pp +0.7 pp +1.4 pp +3.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 96.5 1.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 95.9 9.5% 5 +0.5 pp -0.0 pp -0.3 pp -0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 93.9 1.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 92.8 1.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 84.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 77.1 2.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 77.1 10.7% 5 -0.2 pp -0.8 pp -1.9 pp -2.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 76.7 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 75.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 75.5 3.3% 1 +3.3 pp +1.0 pp +3.3 pp +3.3 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 73.5 18.2% 5 +0.9 pp +0.4 pp +0.7 pp +1.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 73.2 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 72.9 28.1% 5 +1.0 pp -0.4 pp -0.5 pp -1.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 72.3 6.5% 5 +0.5 pp -0.2 pp +0.0 pp -0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 70.7 6.9% 5 +0.2 pp +0.2 pp +0.5 pp -0.2 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 69.2 21.9% 2 -0.6 pp +21.9 pp +21.9 pp +21.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 67.8 11.5% 5 +0.9 pp -0.2 pp -0.2 pp -0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 67.4 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 64.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 63.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 63.6 3.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 62.6 21.1% 2 +0.9 pp +21.1 pp +21.1 pp +21.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 61.8 11.6% 5 +1.3 pp +0.7 pp -0.1 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 58.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 57.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 57.1 11.9% 5 +0.8 pp +0.6 pp +0.8 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 56.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 56.3 21.0% 5 -2.2 pp -8.1 pp -14.0 pp -15.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 56.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 55.8 13.1% 5 -5.1 pp -5.8 pp +0.4 pp -7.6 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 54.1 8.9% 2 -0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 53.9 13.7% 5 +0.3 pp +0.5 pp +0.1 pp -0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 51.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 50.7 6.7% 5 -1.3 pp -2.1 pp -3.2 pp -5.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 48.5 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 48.1 10.7% 4 +2.6 pp +9.9 pp +10.5 pp +10.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 47.5 12.7% 5 +0.8 pp +0.4 pp +0.6 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 47.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 47.0 7.2% 2 -0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 46.4 1.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 45.6 20.2% 5 +1.5 pp -0.0 pp -0.0 pp +0.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 44.2 7.1% 5 -2.0 pp -4.0 pp -5.2 pp -8.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 43.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 42.4 30.2% 5 +1.2 pp +0.5 pp +0.4 pp +0.7 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 41.7 2.3% 4 +0.1 pp -0.1 pp +2.1 pp +2.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 41.2 5.5% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 40.5 11.4% 2 +0.7 pp +11.4 pp +11.4 pp +11.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 40.4 3.2% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 39.9 11.1% 3 +0.3 pp -1.4 pp +11.1 pp +7.5 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 39.5 6.4% 5 -0.2 pp -0.7 pp -1.2 pp -1.5 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 39.4 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 38.9 4.4% 5 +0.1 pp -1.4 pp -1.5 pp -1.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 38.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 37.6 5.0% 5 +0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 37.2 9.2% 5 +0.4 pp -0.2 pp -1.5 pp -1.2 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 36.7 7.2% 5 -0.1 pp -0.5 pp -0.5 pp -0.5 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 36.3 17.1% 5 -7.0 pp -0.2 pp -1.3 pp -1.7 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 35.2 14.2% 5 +0.5 pp -0.0 pp -0.1 pp -0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 34.7 0.4% 5 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 33.0 26.7% 6 -0.2 pp -2.0 pp +0.4 pp +0.5 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 31.3 8.8% 1 +8.8 pp -0.2 pp -0.7 pp -0.9 pp
☆Premier Financial Group CIK 0001989061 0.417 234 31.0 6.2% 4 +1.6 pp -1.0 pp -1.0 pp +6.2 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 30.1 12.3% 5 +4.3 pp +7.4 pp +8.3 pp +9.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 29.9 11.4% 5 +0.4 pp -0.0 pp +0.1 pp +4.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 29.5 1.9% 5 +0.2 pp -1.6 pp -1.5 pp -1.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 29.4 9.1% 5 +0.5 pp +1.9 pp +2.1 pp +3.5 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 28.1 1.2% 5 -0.0 pp -0.1 pp -0.3 pp -1.5 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 27.9 11.9% 5 +0.1 pp -0.7 pp -0.9 pp -1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 26.8 10.5% 5 +0.6 pp +0.4 pp +0.3 pp +0.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 26.2 4.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 25.9 14.1% 5 +0.1 pp -0.2 pp -0.6 pp -0.8 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 25.8 12.4% 5 +0.7 pp +0.2 pp -0.3 pp -0.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 25.4 13.7% 2 +0.7 pp +13.7 pp +13.7 pp +13.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 25.2 0.7% 5 +0.0 pp +0.7 pp +0.7 pp +0.7 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 25.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 24.8 6.4% 5 +0.3 pp +0.8 pp +1.2 pp +1.5 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 24.6 6.4% 5 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 24.6 4.2% 5 +0.2 pp +0.6 pp +0.6 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 24.4 8.9% 5 +1.2 pp +1.3 pp +1.6 pp +1.8 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 23.9 4.9% 5 +0.7 pp +1.3 pp +2.1 pp +2.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 23.2 10.1% 5 +0.2 pp -0.7 pp -0.9 pp -0.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 22.7 11.9% 5 +0.6 pp +0.1 pp -0.3 pp -0.2 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 22.6 14.0% 5 +1.1 pp +1.1 pp +2.0 pp +0.8 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 21.5 5.1% 5 +0.1 pp -0.0 pp -0.5 pp -0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 20.6 8.1% 5 +0.8 pp +1.2 pp +1.1 pp +1.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 20.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 20.4 4.8% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 20.2 2.8% 5 +0.0 pp -0.2 pp -0.5 pp -0.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 19.6 4.5% 5 +0.4 pp +0.2 pp -1.3 pp -1.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 19.5 1.5% 5 +0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 19.1 1.0% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 18.8 8.8% 5 +0.5 pp -1.0 pp -1.0 pp -1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 17.9 2.3% 4 +0.1 pp +0.1 pp +0.3 pp +2.3 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 17.9 8.3% 5 -2.2 pp -2.6 pp -2.8 pp -1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 17.5 0.3% 1 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 17.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 17.3 3.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 17.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 17.2 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 16.5 12.8% 2 +0.3 pp +12.8 pp +12.8 pp +12.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 15.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 15.0 3.1% 4 +0.1 pp +0.2 pp +1.6 pp +3.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 14.9 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 14.9 3.1% 6 +0.4 pp +0.4 pp +0.6 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 14.4 1.9% 5 -0.0 pp -0.3 pp -0.2 pp -0.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 14.4 1.7% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 14.3 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 14.2 5.3% 2 +3.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 14.1 3.3% 5 +0.0 pp -0.4 pp -0.4 pp -0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 13.9 6.7% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 13.6 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 13.3 3.7% 5 +0.2 pp -0.1 pp -0.8 pp -0.9 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.9 4.9% 5 +0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 12.9 2.6% 5 +0.5 pp +0.4 pp +1.0 pp +1.2 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 12.8 10.4% 1 +10.4 pp +0.4 pp +10.4 pp +10.4 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 12.7 1.4% 5 -0.2 pp -1.5 pp -1.8 pp -2.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 12.7 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 12.6 5.3% 5 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 12.6 4.1% 5 +0.2 pp -0.2 pp -0.7 pp -0.8 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 12.4 1.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 12.4 7.1% 5 +0.3 pp +0.4 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 12.2 2.4% 5 +0.4 pp +0.5 pp +0.7 pp +1.2 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 12.2 1.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 12.2 7.5% 5 -0.0 pp -0.2 pp -1.0 pp -1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 12.0 0.9% 1 +0.9 pp +0.8 pp +0.8 pp +0.8 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 11.9 8.1% 5 +0.3 pp +2.0 pp +1.9 pp +1.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 11.9 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 11.7 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.6 2.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 11.5 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 11.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 11.0 3.0% 7 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 10.5 1.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 10.3 1.3% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 10.1 2.7% 5 +0.1 pp +0.0 pp +0.0 pp +2.7 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 10.1 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 9.9 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 9.7 6.6% 5 +0.2 pp +0.0 pp -0.1 pp -0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 9.7 3.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 9.7 4.4% 5 +0.2 pp +0.1 pp -0.1 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.1 1.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 9.1 5.5% 5 +0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 9.1 3.3% 5 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 8.9 3.8% 5 +0.1 pp -0.0 pp +0.1 pp +0.6 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 8.8 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 8.7 2.9% 6 +0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 8.7 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 8.7 3.2% 6 +0.2 pp -0.0 pp -0.4 pp -0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.6 0.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.6 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.4 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 8.3 6.1% 4 +0.2 pp -0.1 pp -0.4 pp +6.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 8.2 1.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 8.0 0.9% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 7.9 4.6% 5 -0.5 pp -0.1 pp +0.1 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.9 1.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 7.4 5.6% 2 +1.1 pp +5.6 pp +5.6 pp +5.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 7.3 2.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 7.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.2 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 7.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.8 0.3% 5 +0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.5 3.8% 6 -0.6 pp -1.0 pp -1.4 pp -1.6 pp
☆CLG LLC CIK 0002059872 0.428 156 6.4 1.4% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 6.4 5.3% 5 +1.0 pp +1.3 pp +1.7 pp +2.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 6.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.4 2.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 6.3 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.3 1.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.7 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 6.2 1.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 6.1 5.1% 2 -0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 6.1 4.2% 3 +0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 6.0 3.7% 6 +0.2 pp +0.0 pp -0.1 pp -0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 6.0 2.9% 5 +0.0 pp -0.2 pp -0.6 pp -0.7 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 5.9 1.7% 3 +0.2 pp +1.0 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 5 -0.2 pp +0.0 pp -0.0 pp -0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 5.6 2.9% 5 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 5.5 1.2% 4 +0.0 pp -0.0 pp -1.0 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.3 0.8% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.3 2.1% 5 -0.1 pp -0.4 pp -0.7 pp -1.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 5.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.3 2.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 5.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.2 0.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 4.8 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 4.8 0.4% 7 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.7 1.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.7 0.6% 5 +0.0 pp -0.6 pp -0.1 pp -0.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.7 2.0% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 4.6 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 4.5 2.1% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 4.5 1.4% 5 +0.1 pp -0.7 pp -0.8 pp -0.9 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 4.4 2.1% 5 -0.5 pp -1.0 pp -1.7 pp -11.8 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.2 1.1% 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 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 4.1 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 4.1 2.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 4.0 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 4.0 1.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 3.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.9 0.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.3 pp
☆FCG Investment Co CIK 0002011697 0.075 118 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 3.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.8 1.5% 5 +1.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.7 1.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 3.7 2.7% 5 +0.5 pp +0.4 pp +0.5 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.5 0.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 3.5 1.2% 5 -0.1 pp +0.1 pp -0.1 pp -1.6 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 3.5 3.0% 4 +0.2 pp +0.2 pp +0.3 pp +3.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 3.5 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 3.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 3.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 3.3 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.2 1.6% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 3.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 3.1 1.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.1 1.0% 1 +1.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.9 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
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☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -1.8 pp -1.8 pp -3.2 pp -3.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 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 -0.1 pp -0.1 pp -0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -16.4 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.8 pp -5.8 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -10.9 pp -11.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.8 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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 DFUS). Qtrs Held counts distinct quarters this fund has actually held DFUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUS position size. Δ columns are the percentage-point change in DFUS'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