Signals

← Signals

☆DGCB

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

Flow ranking

Rank#1073
Score / z0.078 / 0.05
Consensus57.32 over 98 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 83.4 0.9% 4 -0.2 pp -0.6 pp -1.2 pp +0.9 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 63.5 8.4% 2 +0.5 pp +8.4 pp +8.4 pp +8.4 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 46.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 45.6 1.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 30.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 23.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 17.6 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 17.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 15.2 6.4% 4 +1.0 pp +1.2 pp +1.7 pp +6.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 14.5 5.9% 4 +0.4 pp +0.6 pp +0.7 pp +5.9 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 14.4 2.8% 4 +0.2 pp +0.2 pp +0.3 pp +2.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 8.8 6.6% 3 +0.2 pp +0.3 pp +6.6 pp +6.6 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 8.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 7.2 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 7.1 5.0% 4 +0.1 pp +0.1 pp +0.1 pp +5.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.5 1.9% 4 +0.1 pp -0.0 pp -0.0 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.9 1.8% 4 +0.1 pp -0.3 pp -0.4 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 2.7 1.0% 4 -0.1 pp -0.4 pp +0.7 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.5 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.3 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.7 0.9% 4 -0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.3 0.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 4 +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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.9 0.3% 4 -0.1 pp -1.6 pp -1.7 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.1 pp -0.1 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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 DGCB). Qtrs Held counts distinct quarters this fund has actually held DGCB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGCB position size. Δ columns are the percentage-point change in DGCB'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