Signals

← Signals

☆DFUV

743 in-universe funds with a nonzero position in DFUV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22502
Score / z-0.172 / -0.26
Consensus247.72 over 441 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,857.2 2.8% 3 -0.0 pp -0.6 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 735.1 4.2% 3 +0.3 pp -0.2 pp +4.2 pp +4.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 688.0 0.8% 4 -0.3 pp -0.4 pp -0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 463.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 274.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 267.1 12.5% 3 -0.1 pp +0.0 pp +12.5 pp +12.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 266.5 8.1% 3 -0.1 pp -0.7 pp +8.1 pp +8.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 234.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 216.0 2.6% 3 +0.7 pp +0.1 pp +2.6 pp +2.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 211.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 154.7 8.5% 3 +0.4 pp +0.6 pp +8.5 pp +8.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 142.5 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 130.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 115.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 102.3 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 94.7 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 91.6 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 82.1 13.2% 3 +0.1 pp -0.2 pp +13.2 pp +13.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 81.5 7.7% 3 -0.0 pp -0.7 pp +7.7 pp +7.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 62.1 3.4% 3 +0.0 pp -0.1 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 61.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 61.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 59.7 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 59.1 4.1% 3 +0.0 pp -0.2 pp +4.1 pp +4.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 57.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 55.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 49.6 9.6% 3 +0.3 pp +0.4 pp +9.6 pp +9.6 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 46.3 10.8% 3 +0.2 pp +0.2 pp +10.8 pp +10.8 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 45.4 18.6% 5 +0.1 pp -0.2 pp -0.9 pp -1.4 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 45.2 14.6% 5 -0.3 pp -1.5 pp -4.4 pp -2.8 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 45.1 4.4% 3 +0.1 pp +0.3 pp +4.4 pp +4.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 43.9 12.9% 3 -1.2 pp -4.0 pp +12.9 pp +12.9 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 42.7 5.4% 3 +0.0 pp -0.1 pp +5.4 pp +5.4 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 40.6 6.2% 3 -0.4 pp -0.7 pp +6.2 pp +6.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 38.8 1.5% 3 +1.4 pp +1.3 pp +1.5 pp +1.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 38.6 7.8% 3 -0.1 pp -0.5 pp +7.8 pp +7.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 37.9 1.8% 3 -0.2 pp -0.3 pp +1.8 pp +1.8 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 37.4 19.4% 3 +0.6 pp +0.8 pp +19.4 pp +19.4 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 37.1 4.0% 3 +0.0 pp -0.5 pp +4.0 pp +4.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 35.9 3.1% 3 -0.3 pp -0.3 pp +3.1 pp +3.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 35.7 11.3% 3 -0.2 pp -0.6 pp +11.3 pp +11.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 35.4 15.7% 3 +0.1 pp -0.8 pp +15.7 pp +15.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 35.3 3.6% 3 -0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 34.4 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 34.3 8.6% 3 -0.1 pp -0.5 pp +8.6 pp +8.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 33.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 33.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 33.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 33.1 3.0% 3 -0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 33.0 3.8% 3 -0.0 pp -0.3 pp +3.8 pp +3.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 31.7 2.6% 3 +0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 31.5 13.7% 3 +0.3 pp -0.5 pp +13.7 pp +13.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 30.9 1.6% 3 -1.2 pp -2.3 pp +1.6 pp +1.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 30.7 2.2% 1 +2.2 pp +0.8 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 30.3 5.4% 3 -0.4 pp -2.2 pp +5.4 pp +5.4 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 29.1 2.7% 3 +2.6 pp +2.6 pp +2.7 pp +2.7 pp
☆Premier Financial Group CIK 0001989061 0.418 234 27.4 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 27.3 1.6% 3 -1.4 pp -1.7 pp +1.6 pp +1.6 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 27.1 7.3% 3 +0.6 pp +0.2 pp +7.3 pp +7.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 27.0 4.2% 3 +0.3 pp +0.5 pp +4.2 pp +4.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 26.3 6.9% 3 -2.0 pp -2.6 pp +6.9 pp +6.9 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 26.3 12.6% 3 -0.2 pp -1.1 pp +12.6 pp +12.6 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 25.9 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 25.9 3.9% 3 -0.2 pp -0.2 pp +3.9 pp +3.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 25.5 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 25.2 5.4% 3 +0.3 pp -0.0 pp +5.4 pp +5.4 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 23.9 9.8% 3 +0.1 pp -0.1 pp +9.8 pp +9.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 23.9 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 23.5 18.4% 3 +0.7 pp +0.9 pp +18.4 pp +18.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 22.6 5.3% 4 +0.0 pp -0.1 pp -0.9 pp +5.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.6 0.0% 3 -0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 22.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 22.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 22.4 7.5% 3 -2.7 pp -2.7 pp +7.5 pp +7.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.0 5.8% 3 +0.1 pp +0.1 pp +5.8 pp +5.8 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 21.8 4.4% 3 -0.2 pp -0.2 pp +4.4 pp +4.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 21.8 6.5% 3 +0.2 pp +0.2 pp +6.5 pp +6.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 21.7 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 21.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 20.7 6.2% 3 -0.5 pp -0.4 pp +6.2 pp +6.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.9 8.1% 3 +0.0 pp -0.5 pp +8.1 pp +8.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 18.6 5.7% 3 -0.1 pp -0.1 pp +5.7 pp +5.7 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 18.5 7.2% 3 +0.0 pp +0.2 pp +7.2 pp +7.2 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 18.3 6.0% 3 +0.1 pp -0.3 pp +6.0 pp +6.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 16.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 16.4 4.6% 2 -4.5 pp +4.6 pp +4.6 pp +4.6 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 15.8 9.5% 3 -0.3 pp -0.8 pp +9.5 pp +9.5 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 15.7 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.5 4.1% 3 -0.3 pp -0.4 pp +4.1 pp +4.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 15.4 2.5% 3 -0.2 pp -0.3 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 15.1 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 15.1 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 14.9 8.4% 3 -0.6 pp -0.9 pp +8.4 pp +8.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 14.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 14.8 9.1% 3 -0.2 pp -0.9 pp +9.1 pp +9.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.8 0.0% 4 +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 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 14.0 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.0 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 13.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 13.8 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 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 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 13.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 13.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 13.0 11.1% 3 -0.0 pp +0.2 pp +11.1 pp +11.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.0 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 12.8 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 12.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 12.1 5.9% 3 +0.1 pp -0.1 pp +5.9 pp +5.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 12.1 7.2% 3 -1.0 pp -1.3 pp +7.2 pp +7.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.0 6.1% 3 -0.2 pp -0.7 pp +6.1 pp +6.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 10.9 4.7% 3 +0.0 pp -4.7 pp +4.7 pp +4.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.7 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 10.4 7.2% 3 +0.0 pp -0.2 pp +7.2 pp +7.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 10.1 4.8% 4 -0.2 pp -0.6 pp -1.5 pp +4.8 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 9.9 7.3% 3 -0.1 pp -0.5 pp +7.3 pp +7.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 9.8 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 9.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 9.5 5.3% 3 -0.1 pp -0.3 pp +5.3 pp +5.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 9.5 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.2 3.6% 3 +0.0 pp +0.2 pp +3.6 pp +3.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 9.1 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 8.7 2.4% 3 +1.0 pp +0.9 pp +2.4 pp +2.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 8.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 8.4 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 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 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.7 1.9% 3 -1.2 pp +1.5 pp +1.9 pp +1.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 7.6 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 7.5 5.5% 3 +0.2 pp +0.2 pp +5.5 pp +5.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 6.9 3.9% 4 -0.1 pp -0.4 pp -0.3 pp +3.9 pp
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☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.6 3.3% 3 -0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 6.4 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -2.8 pp -5.6 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -4.0 pp -4.1 pp -4.4 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -11.1 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -2.6 pp -2.8 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -20.3 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.1 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 DFUV). Qtrs Held counts distinct quarters this fund has actually held DFUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUV position size. Δ columns are the percentage-point change in DFUV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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