Signals

← Signals

☆DGRO

1570 in-universe funds with a nonzero position in DGRO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#92
Score / z2.174 / 2.60
Consensus466.45 over 927 funds
Momentum-0.16 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-0%
Short interest-22% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,613.8 0.4% 5 -0.0 pp +0.0 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 1,528.5 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 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 1,458.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,344.5 2.6% 6 -0.1 pp +0.4 pp +0.5 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,092.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 845.7 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 841.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 644.0 8.5% 5 -1.0 pp -0.3 pp -0.6 pp -0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 619.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 548.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 518.5 0.1% 5 -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 518.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 443.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 402.1 0.4% 5 +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 378.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 347.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 345.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 265.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 254.9 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 236.0 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 224.3 0.3% 5 -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 217.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 197.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 191.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 164.7 0.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 162.3 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 160.9 4.2% 5 +0.4 pp +0.1 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 154.3 2.8% 5 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 116.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 109.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 109.3 0.5% 5 -0.0 pp +0.1 pp -0.0 pp +0.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 108.4 7.3% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 100.7 0.7% 4 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 96.6 2.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 96.2 6.6% 2 +0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 95.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 94.2 12.0% 5 -0.4 pp -0.1 pp +0.2 pp +0.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 90.1 1.2% 5 -0.8 pp +1.0 pp +1.2 pp +1.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 89.7 19.6% 5 +1.0 pp -2.9 pp +0.7 pp +2.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 88.1 7.1% 5 +0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 83.9 7.5% 5 -1.4 pp -1.5 pp -1.4 pp -1.2 pp
☆American Trust CIK 0001905128 0.729 334 78.7 6.1% 5 -0.1 pp +0.5 pp +1.3 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 74.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 72.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 70.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 65.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 63.7 2.3% 5 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 63.6 4.9% 5 -0.3 pp -0.3 pp -0.2 pp -0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 62.5 4.7% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 60.4 4.8% 5 -0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 57.0 5.1% 5 -0.2 pp +1.5 pp +1.4 pp +1.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 56.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 56.6 8.9% 5 -0.1 pp +0.8 pp +0.4 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 55.6 1.0% 5 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 55.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 54.7 1.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 51.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 49.9 7.6% 5 -0.0 pp +0.3 pp +0.1 pp -1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 48.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 47.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 45.8 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 44.4 3.2% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 42.8 8.5% 5 -0.3 pp -0.1 pp +0.0 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 42.4 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 41.0 7.6% 5 -0.3 pp -0.5 pp -1.2 pp -1.3 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 40.9 6.4% 5 -1.4 pp -1.4 pp -0.7 pp +1.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 40.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 39.5 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 39.0 0.9% 5 -0.1 pp -0.1 pp +0.5 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 38.4 4.2% 3 -1.7 pp -0.6 pp +4.2 pp -0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 38.4 2.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 36.6 4.9% 5 -0.1 pp -0.0 pp -1.8 pp -1.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 34.4 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 33.9 10.1% 5 +0.0 pp -0.3 pp +0.1 pp -0.1 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 33.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 33.7 13.0% 5 -0.8 pp -0.2 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 33.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 32.4 2.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 32.0 3.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.6 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 32.0 8.2% 5 -0.7 pp -0.5 pp -0.3 pp -0.4 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 31.7 4.9% 5 -0.3 pp -0.3 pp -2.4 pp -2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 30.6 8.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 30.4 12.2% 5 -0.8 pp -0.7 pp -0.4 pp -0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 30.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 29.8 7.5% 3 -0.1 pp +0.0 pp +7.5 pp +7.5 pp
☆Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 29.5 15.8% 2 -1.3 pp +15.8 pp +15.8 pp +15.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 29.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 27.4 5.2% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 26.7 13.7% 2 +2.0 pp +13.7 pp +13.7 pp +13.7 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 26.6 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 25.7 6.5% 3 -2.2 pp -2.7 pp +6.5 pp +6.5 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 25.4 4.7% 4 -0.0 pp -0.2 pp -0.2 pp +4.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 25.3 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 25.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 25.1 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 24.7 2.6% 5 +0.2 pp +0.3 pp +1.2 pp +1.3 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 24.6 8.4% 5 -0.2 pp -2.1 pp -2.3 pp -2.7 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 24.5 2.6% 5 -0.4 pp -0.6 pp -1.3 pp -1.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 24.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 24.1 1.4% 5 +0.2 pp +0.2 pp +0.4 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 24.1 2.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 24.0 7.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 23.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 23.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 23.4 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 23.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 23.2 1.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 22.8 4.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 22.6 1.1% 5 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 22.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 20.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 20.2 5.0% 5 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 20.2 2.6% 5 -0.4 pp -5.6 pp -5.9 pp -6.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 20.1 1.0% 5 +0.3 pp -0.1 pp -0.3 pp -0.6 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 20.0 4.4% 5 -0.4 pp +0.1 pp +0.9 pp +3.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 19.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 19.6 0.3% 1 +0.3 pp -0.1 pp -0.1 pp +0.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 19.6 4.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 19.5 11.0% 5 -0.3 pp +0.7 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 19.4 1.0% 7 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 19.4 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆46 Peaks LLC CIK 0002112665 0.734 30 18.5 11.6% 2 -2.2 pp +11.6 pp +11.6 pp +11.6 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 18.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 18.4 4.5% 5 -0.1 pp -0.9 pp -1.1 pp -1.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 18.2 5.3% 5 -0.6 pp +0.6 pp +0.6 pp +0.4 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 18.2 8.7% 5 -0.0 pp +0.2 pp +0.5 pp -1.2 pp
☆truNorth Financial Services, Inc. CIK 0002108201 0.521 59 17.9 16.0% 2 -0.5 pp +16.0 pp +16.0 pp +16.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 17.6 8.1% 5 -0.4 pp -0.9 pp -1.3 pp -1.6 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 17.6 7.1% 5 -0.3 pp -0.1 pp -0.3 pp -0.2 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 17.5 7.0% 5 -0.1 pp -0.4 pp -0.7 pp -0.6 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 17.1 1.3% 5 -0.0 pp -0.6 pp +0.3 pp +0.3 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 16.8 3.9% 5 -0.0 pp +0.1 pp +0.1 pp -2.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.7 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 16.5 2.2% 5 -0.0 pp -0.1 pp -0.5 pp -0.7 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 16.4 1.6% 5 -0.2 pp -0.6 pp -0.6 pp -0.7 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 15.7 9.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 15.4 2.8% 4 -0.2 pp +0.2 pp -0.1 pp +2.8 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 15.3 3.1% 5 +0.5 pp +0.9 pp +1.3 pp +2.2 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 15.3 3.8% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 15.2 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.4 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -2.2 pp -2.2 pp -2.2 pp -2.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.5 pp -0.6 pp -0.5 pp -0.4 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp -0.1 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
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 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 +0.0 pp +0.0 pp -5.5 pp -5.5 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -2.6 pp -2.5 pp -2.3 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -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 -3.5 pp -3.4 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.6 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp -0.2 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 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
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.0 0.0% 0 -0.0 pp +0.0 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
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -1.7 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -0.9 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.5 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.0 0.0% 0 +0.0 pp -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 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
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -9.1 pp -7.8 pp -6.8 pp -6.9 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.1 pp -0.1 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 -0.1 pp -0.5 pp -0.8 pp -0.8 pp
☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp -0.0 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
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 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 +0.0 pp +0.0 pp -0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 +0.0 pp +0.0 pp -3.6 pp -2.7 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -1.9 pp -1.6 pp -1.8 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -1.6 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
☆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
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.8 pp -0.9 pp -0.8 pp -0.8 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 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 +0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 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
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.1 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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 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
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 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 +0.0 pp +0.0 pp -0.1 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 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
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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