Signals

← Signals

☆DFUV

839 in-universe funds with a nonzero position in DFUV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#131
Score / z1.743 / 1.56
Consensus286.38 over 493 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+118% / 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,051.7 3.0% 4 +0.2 pp +0.2 pp -0.4 pp +3.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 746.2 3.6% 4 -0.6 pp -0.3 pp -0.8 pp +3.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 712.2 0.8% 5 +0.0 pp -0.3 pp -0.4 pp -0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 471.8 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 278.1 12.5% 4 -0.0 pp -0.1 pp +0.0 pp +12.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 277.6 7.9% 4 -0.2 pp -0.3 pp -0.9 pp +7.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 268.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 240.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 239.9 2.4% 4 -0.2 pp +0.5 pp -0.1 pp +2.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 216.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 167.9 8.9% 4 +0.4 pp +0.8 pp +1.0 pp +8.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 154.8 2.7% 4 +0.1 pp +0.1 pp +0.1 pp +2.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 122.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 105.6 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆MASECO LLP CIK 0002074052 0.917 291 97.9 3.1% 3 -1.1 pp -1.3 pp +3.1 pp +3.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 94.2 2.1% 4 +0.0 pp +0.0 pp -0.0 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 87.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 83.7 13.5% 4 +0.3 pp +0.3 pp +0.1 pp +13.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 83.6 7.5% 4 -0.2 pp -0.2 pp -0.9 pp +7.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 66.6 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 64.9 3.5% 4 +0.1 pp +0.2 pp +0.0 pp +3.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 62.0 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 61.7 1.8% 4 +0.0 pp +0.0 pp -0.1 pp +1.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 59.4 4.0% 4 -0.0 pp -0.0 pp -0.2 pp +4.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 56.9 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 56.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 54.7 0.8% 4 +0.1 pp +0.0 pp -0.2 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 53.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 51.4 10.0% 4 +0.3 pp +0.6 pp +0.7 pp +10.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 49.7 12.2% 4 -0.7 pp -1.9 pp -4.7 pp +12.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 49.2 4.7% 4 +0.2 pp +0.4 pp +0.5 pp +4.7 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 47.4 19.0% 6 +0.4 pp +0.5 pp +0.2 pp -0.5 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 46.7 13.9% 6 -0.7 pp -1.0 pp -2.2 pp -5.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 46.3 11.0% 4 +0.2 pp +0.4 pp +0.4 pp +11.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 44.1 5.4% 4 +0.1 pp +0.1 pp -0.0 pp +5.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 41.1 7.9% 4 +0.1 pp -0.1 pp -0.4 pp +7.9 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 41.0 6.2% 4 +0.0 pp -0.4 pp -0.6 pp +6.2 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 40.9 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 40.3 1.5% 4 -0.0 pp +1.3 pp +1.3 pp +1.5 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 39.2 19.7% 4 +0.3 pp +0.9 pp +1.2 pp +19.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 38.8 2.6% 4 -1.4 pp -1.3 pp -1.9 pp +2.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 38.7 2.6% 2 +0.4 pp +2.6 pp +1.2 pp +2.6 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 37.9 3.4% 4 +0.7 pp +3.3 pp +3.3 pp +3.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 37.8 1.8% 4 +0.0 pp -0.2 pp -0.3 pp +1.8 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 37.4 3.3% 4 +0.1 pp -0.1 pp -0.1 pp +3.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 36.8 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 36.4 16.3% 4 +0.6 pp +0.8 pp -0.1 pp +16.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.3 0.0% 4 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 35.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 34.8 6.5% 4 +1.1 pp +1.5 pp +1.1 pp +6.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 34.6 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 34.5 8.7% 4 +0.1 pp +0.0 pp -0.4 pp +8.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 34.5 3.5% 4 -0.1 pp -0.3 pp -0.2 pp +3.5 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 34.4 26.1% 1 +26.1 pp +26.1 pp +26.1 pp +26.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 34.3 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 34.3 3.5% 4 -0.3 pp -0.3 pp -0.6 pp +3.5 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 33.9 3.0% 4 +0.0 pp +0.0 pp -0.1 pp +3.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 33.3 14.2% 4 +0.6 pp +0.9 pp +0.1 pp +14.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 31.1 2.5% 4 -0.1 pp -0.1 pp -0.2 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 29.8 5.2% 4 -0.2 pp -0.7 pp -2.4 pp +5.2 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 29.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 29.1 4.4% 4 +0.2 pp +0.5 pp +0.8 pp +4.4 pp
☆Premier Financial Group CIK 0001989061 0.418 234 28.0 4.8% 3 -2.4 pp -2.2 pp +4.8 pp +4.8 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 27.9 7.9% 4 +0.5 pp +1.1 pp +0.8 pp +7.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 27.8 1.3% 4 -0.3 pp -1.5 pp -2.6 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 27.1 3.7% 4 -0.2 pp -0.4 pp -0.4 pp +3.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 27.1 12.2% 4 -0.4 pp -0.6 pp -1.5 pp +12.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 26.5 1.5% 4 -0.1 pp -1.5 pp -1.8 pp +1.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 26.4 2.8% 4 -0.1 pp -0.1 pp -0.2 pp +2.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 26.4 2.3% 4 +0.3 pp +0.3 pp +0.4 pp +2.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 25.2 6.9% 4 -0.0 pp -2.1 pp -2.7 pp +6.9 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 25.1 10.0% 4 +0.2 pp +0.3 pp +0.2 pp +10.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 24.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 24.6 1.6% 4 +0.0 pp +0.0 pp -0.1 pp +1.6 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 24.6 19.4% 4 +1.0 pp +1.6 pp +1.9 pp +19.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 23.3 5.2% 5 -0.1 pp -0.0 pp -0.2 pp -1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 23.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 22.8 4.4% 4 +0.0 pp -0.1 pp -0.1 pp +4.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 22.7 6.8% 4 +0.3 pp +0.5 pp +0.5 pp +6.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.7 6.0% 4 +0.2 pp +0.3 pp +0.3 pp +6.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 22.5 0.4% 3 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 22.3 7.5% 4 -0.0 pp -2.7 pp -2.7 pp +7.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 22.1 2.4% 4 +0.0 pp +0.0 pp +0.0 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 21.4 6.4% 4 +0.2 pp -0.3 pp -0.2 pp +6.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 21.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 20.7 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.7 7.9% 4 -0.2 pp -0.2 pp -0.7 pp +7.9 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 19.1 5.7% 4 +0.0 pp -0.1 pp -0.1 pp +5.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 18.0 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 17.7 5.9% 4 -0.1 pp +0.1 pp -0.4 pp +5.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 17.1 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 16.3 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 16.2 9.4% 4 -0.1 pp -0.4 pp -0.9 pp +9.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 16.0 4.1% 4 +0.0 pp -0.3 pp -0.3 pp +4.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 15.8 2.6% 4 +0.1 pp -0.1 pp -0.2 pp +2.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 15.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 15.6 9.2% 4 +0.0 pp -0.1 pp -0.8 pp +9.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 15.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 15.4 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 15.4 8.3% 4 -0.2 pp -0.7 pp -1.1 pp +8.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 15.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.1 3.5% 4 +0.2 pp +0.3 pp +0.4 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 14.4 4.0% 4 -0.1 pp -0.2 pp -0.4 pp +4.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.3 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 14.2 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 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 13.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 13.8 3.8% 3 -0.0 pp -0.2 pp +3.8 pp +3.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 13.7 0.6% 4 +0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 13.6 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.5 2.2% 4 -0.0 pp -0.2 pp -0.3 pp +2.2 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 13.4 11.4% 4 +0.3 pp +0.3 pp +0.5 pp +11.4 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 13.3 2.9% 4 +0.1 pp +0.1 pp -0.0 pp +2.9 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 13.0 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 12.6 7.5% 4 +0.4 pp -0.6 pp -1.0 pp +7.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 12.5 6.1% 4 +0.2 pp +0.3 pp +0.0 pp +6.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.1 5.7% 4 -0.4 pp -0.6 pp -1.1 pp +5.7 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 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.7 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 11.0 4.7% 5 -0.1 pp -0.3 pp -0.7 pp -1.6 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 11.0 4.7% 4 +0.1 pp +0.1 pp -4.6 pp +4.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.7 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 10.6 7.2% 4 -0.0 pp +0.0 pp -0.2 pp +7.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 10.3 7.2% 4 -0.1 pp -0.2 pp -0.6 pp +7.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.1 0.3% 4 +0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 9.9 1.4% 4 +0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 9.9 1.0% 4 -0.2 pp -0.3 pp -0.4 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 9.7 7.3% 4 +2.0 pp +1.8 pp +1.7 pp +7.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 9.7 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.4 3.7% 4 +0.0 pp +0.1 pp +0.2 pp +3.7 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 9.4 2.4% 4 -0.0 pp -0.1 pp -0.2 pp +2.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 9.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 9.0 1.2% 4 -1.1 pp -0.1 pp -0.2 pp +1.2 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 7.9 3.5% 4 +0.2 pp +0.2 pp +0.1 pp +3.5 pp
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☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 7.6 3.5% 4 -0.4 pp -0.7 pp -0.9 pp +3.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
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☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 6.8 1.9% 4 -0.0 pp -0.0 pp -0.2 pp +1.9 pp
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☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 6.6 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 6.6 3.8% 5 -0.1 pp -0.2 pp -0.5 pp -0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 6.6 0.6% 4 +0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 6.4 3.4% 4 -0.2 pp -0.4 pp -0.5 pp +3.4 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.4 1.7% 4 +0.0 pp -0.0 pp -0.1 pp +1.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 6.3 1.5% 4 +0.1 pp -0.2 pp -0.6 pp +1.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.3 1.3% 4 +0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 6.3 3.4% 4 -0.0 pp -0.2 pp -0.2 pp +3.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.2 2.7% 4 +0.1 pp +0.1 pp +0.0 pp +2.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 6.2 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
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☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.1 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 6.1 1.0% 2 +0.0 pp +1.0 pp +0.1 pp +1.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PFG Advisors CIK 0001694435 0.248 791 5.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 5.5 4.5% 5 +0.5 pp +1.5 pp +0.9 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.5 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
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☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 5.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.1 2.1% 4 +0.2 pp +0.1 pp -0.0 pp +2.1 pp
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☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 4.9 3.7% 4 +0.3 pp +0.3 pp +0.2 pp +3.7 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆25 LLC CIK 0001968777 0.795 80 2.2 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆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
☆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
☆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
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 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 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆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
☆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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -11.1 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -11.3 pp -11.5 pp -11.9 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -1.5 pp -1.7 pp -1.9 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -7.2 pp -7.2 pp -7.1 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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 +0.0 pp -4.0 pp -4.1 pp -4.4 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
☆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
☆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
☆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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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