Signals

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☆DGRW

44 in-universe funds with a nonzero position in DGRW within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10965
Score / z-0.093 / -0.65
Consensus13.66 over 30 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆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 944.9 0.1% 1 +0.1 pp +0.1 pp +0.1 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 674.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 281.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 102.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 96.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 74.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 50.4 10.8% 2 -0.1 pp +10.8 pp +10.8 pp +10.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 42.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 21.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 21.2 3.3% 2 +1.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 17.4 6.5% 2 +0.6 pp +6.5 pp +6.5 pp +6.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 16.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 13.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 12.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 7.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 3.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 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 DGRW). Qtrs Held counts distinct quarters this fund has actually held DGRW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGRW position size. Δ columns are the percentage-point change in DGRW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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