Signals

DGRO

1312 in-universe funds with a nonzero position in DGRO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#282
Score / z0.708 / 1.00
Consensus408.92 over 790 funds
Momentumno 12m return

Price & positioning

250 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)
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
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 1,371.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 1,344.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,302.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 967.1 2.2% 4 +0.0 pp -0.0 pp -6.1 pp +2.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 746.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 714.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 693.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 579.0 8.8% 3 -0.3 pp +0.1 pp +8.8 pp +8.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 564.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 504.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 489.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 482.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 471.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 402.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 347.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 313.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 290.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 247.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 231.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 221.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 214.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 210.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 185.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 180.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 132.4 4.1% 3 +0.2 pp +0.2 pp +4.1 pp +4.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 119.6 2.5% 3 +0.2 pp +0.5 pp +2.5 pp +2.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 114.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 113.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 105.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 94.6 6.7% 3 +0.0 pp +0.1 pp +6.7 pp +6.7 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 90.1 9.0% 3 +0.2 pp +0.3 pp +9.0 pp +9.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 88.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 87.1 12.1% 3 +0.2 pp +0.4 pp +12.1 pp +12.1 pp
Ledyard National Bank CIK 0001310658 0.559 255 84.9 7.3% 3 +0.4 pp +0.5 pp +7.3 pp +7.3 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 78.9 22.5% 3 +3.7 pp +5.3 pp +22.5 pp +22.5 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 72.4 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 67.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
American Trust CIK 0001905128 0.729 334 66.7 5.6% 3 +0.9 pp +0.1 pp +5.6 pp +5.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 65.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 63.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 61.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 58.8 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 57.1 5.2% 3 +0.1 pp -0.2 pp +5.2 pp +5.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 55.5 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 54.7 4.7% 3 +0.0 pp -0.1 pp +4.7 pp +4.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 50.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 50.8 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 49.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 47.9 1.0% 3 +0.6 pp +0.3 pp +1.0 pp +1.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 47.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 47.4 4.3% 3 +0.0 pp +0.1 pp +4.3 pp +4.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 47.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 46.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 45.0 8.2% 3 -0.3 pp -0.4 pp +8.2 pp +8.2 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 43.7 7.3% 3 -0.2 pp -2.1 pp +7.3 pp +7.3 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 42.1 8.0% 3 -0.5 pp -0.4 pp +8.0 pp +8.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 41.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 41.0 4.8% 1 +4.8 pp -0.0 pp +4.8 pp +4.8 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 41.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 39.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 38.2 8.6% 3 +0.1 pp -0.0 pp +8.6 pp +8.6 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 38.1 7.2% 5 +0.6 pp -0.9 pp -2.3 pp -2.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 37.9 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 37.6 0.5% 3 -0.1 pp -0.4 pp +0.5 pp +0.5 pp
XML Financial, LLC CIK 0001800465 0.420 447 35.2 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
DAGCO, INC. CIK 0001767343 0.605 117 35.2 8.1% 3 -0.6 pp -0.8 pp +8.1 pp +8.1 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 35.2 7.8% 3 +0.7 pp +2.5 pp +7.8 pp +7.8 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 34.9 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 34.9 3.6% 3 -0.1 pp -0.0 pp +3.6 pp +3.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 34.5 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 31.0 4.9% 3 -1.7 pp -1.7 pp +4.9 pp +4.9 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 30.6 3.9% 3 -0.1 pp -0.4 pp +3.9 pp +3.9 pp
Altus Wealth Management, LLC CIK 0001802107 0.888 26 30.5 13.2% 3 +0.1 pp +0.1 pp +13.2 pp +13.2 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 30.1 10.4% 3 +0.3 pp +0.2 pp +10.4 pp +10.4 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 29.6 5.2% 3 -2.1 pp -2.0 pp +5.2 pp +5.2 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 29.4 8.7% 3 +0.1 pp +0.0 pp +8.7 pp +8.7 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 28.8 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 28.6 2.7% 3 +0.0 pp -0.1 pp +2.7 pp +2.7 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 27.6 8.2% 3 -0.0 pp -0.4 pp +8.2 pp +8.2 pp
&PARTNERS CIK 0000107136 0.806 2509 27.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 26.9 12.8% 3 +0.3 pp +0.2 pp +12.8 pp +12.8 pp
Creative Planning CIK 0001540235 0.979 4196 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 26.4 10.5% 3 -0.2 pp -0.7 pp +10.5 pp +10.5 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 25.5 7.5% 3 -0.6 pp -0.7 pp +7.5 pp +7.5 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 24.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 24.7 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 24.2 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 23.6 4.9% 3 -0.0 pp +0.2 pp +4.9 pp +4.9 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 23.3 2.0% 3 +1.0 pp +1.0 pp +2.0 pp +2.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 22.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 22.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
VICUS CAPITAL CIK 0001544806 0.660 268 22.1 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 22.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Allegheny Financial Group CIK 0001844148 0.552 305 22.0 3.3% 3 -0.7 pp -1.1 pp +3.3 pp +3.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 21.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 21.2 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 21.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 21.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 20.8 4.5% 3 +0.1 pp +0.0 pp +4.5 pp +4.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 20.1 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 19.6 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 19.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 19.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 19.2 5.4% 3 -0.2 pp -0.4 pp +5.4 pp +5.4 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 18.9 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 18.8 7.1% 3 +0.0 pp +0.3 pp +7.1 pp +7.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 18.5 10.3% 3 -0.3 pp -0.3 pp +10.3 pp +10.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 18.2 2.3% 3 +0.9 pp +1.0 pp +2.3 pp +2.3 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 17.7 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 17.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 17.4 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 17.2 4.8% 3 +0.7 pp +0.7 pp +4.8 pp +4.8 pp
Capital Planning LLC CIK 0001790688 0.562 88 16.7 4.7% 3 -0.1 pp -0.2 pp +4.7 pp +4.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 16.5 8.6% 3 +0.3 pp -1.4 pp +8.6 pp +8.6 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 16.4 7.3% 3 -0.3 pp -0.2 pp +7.3 pp +7.3 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 16.1 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 16.1 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
Accel Wealth Management CIK 0001838226 0.241 305 16.0 4.4% 3 -0.0 pp -0.2 pp +4.4 pp +4.4 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 16.0 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
PFS Partners, LLC CIK 0002002654 0.478 599 15.8 7.2% 3 -0.2 pp -0.1 pp +7.2 pp +7.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 15.6 2.3% 3 -0.4 pp -0.5 pp +2.3 pp +2.3 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 15.5 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 15.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atwater Malick LLC CIK 0001769288 0.558 124 15.3 4.2% 3 +0.7 pp +3.5 pp +4.2 pp +4.2 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 15.2 3.8% 3 -0.0 pp -2.7 pp +3.8 pp +3.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.1 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 13.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 13.7 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 13.6 9.6% 3 -0.2 pp -0.0 pp +9.6 pp +9.6 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 13.5 2.2% 3 +0.3 pp +0.2 pp +2.2 pp +2.2 pp
FC Advisory LLC CIK 0001683754 0.633 118 13.4 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 13.4 9.0% 3 -0.4 pp -0.8 pp +9.0 pp +9.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 13.3 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 13.2 3.7% 3 +0.2 pp +0.3 pp +3.7 pp +3.7 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 13.1 1.5% 3 +0.0 pp -0.2 pp +1.5 pp +1.5 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 12.9 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 12.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 12.5 1.8% 3 -0.3 pp -0.6 pp +1.8 pp +1.8 pp
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Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 0.0 0.0% 0 -0.1 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
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.1 pp +0.0 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
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -5.5 pp -5.5 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 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 -0.1 pp +0.0 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.8 pp -0.8 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
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.311 67 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -0.6 pp -1.7 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 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
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.1 pp +0.0 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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -8.5 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -3.6 pp -2.7 pp -2.8 pp -2.6 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -2.1 pp -2.1 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -8.9 pp -9.5 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 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 -0.1 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.2 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 DGRO). Qtrs Held counts distinct quarters this fund has actually held DGRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGRO position size. Δ columns are the percentage-point change in DGRO'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