Signals

← Signals

☆DGRO

1121 in-universe funds with a nonzero position in DGRO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#216
Score / z1.015 / 1.28
Consensus379.26 over 771 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-18% / 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 ▾
☆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 1,201.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 1,180.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,125.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 865.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 850.2 2.2% 2 -6.0 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 640.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 504.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 493.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 470.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 410.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 403.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 339.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 305.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 294.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 274.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 225.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 191.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 180.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 176.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 157.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 148.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 144.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 114.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 97.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 93.8 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 93.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 83.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 83.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 79.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 77.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 77.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 72.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 70.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 69.4 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 65.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 63.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 59.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 59.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 58.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 57.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 57.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 50.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 49.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 44.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 43.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 42.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 42.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 42.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 41.4 8.1% 3 -1.4 pp -1.5 pp +8.1 pp +8.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 39.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 39.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 39.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 38.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 38.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 38.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 38.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 36.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 35.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 33.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 32.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 32.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 32.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 31.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 30.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 30.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 29.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 28.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 28.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 27.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 26.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 25.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 25.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 24.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 23.6 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 23.2 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 22.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 21.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 21.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 21.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 20.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 19.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 19.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 19.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 19.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 18.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 18.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 18.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 18.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 18.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 17.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 17.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 16.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 16.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 15.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 15.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 15.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Well Done, LLC CIK 0001667132 0.522 202 15.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 15.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 15.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 15.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 15.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 15.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 14.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 14.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 14.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 14.0 2.7% 3 -0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 13.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 13.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 13.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 13.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 13.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 13.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.1 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 12.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 12.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 12.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 12.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 12.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 11.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 11.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 11.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 11.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 11.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 11.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 11.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 11.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 10.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 10.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 10.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 10.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 10.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Fairway Financial, LLC CIK 0001921009 0.690 23 9.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 9.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 9.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 9.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 9.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 8.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 8.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 4.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Intellus Advisors LLC CIK 0002055137 0.675 134 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McLean Asset Management Corp CIK 0001833140 0.535 181 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 1.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.3 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Essex Bank CIK 0001752212 0.260 318 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MWA Asset Management CIK 0001903058 0.228 129 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -6.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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