Signals

← Signals

☆DGRW

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

Flow ranking

Rank#82
Score / z2.361 / 3.00
Consensus236.53 over 477 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-12% / 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,657.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,044.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 1,040.2 0.1% 2 -0.0 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 726.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 581.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 577.3 31.7% 1 +31.7 pp +31.7 pp +31.7 pp +31.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 296.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 238.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 178.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 163.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 140.3 0.0% 1 +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 133.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 117.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 108.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 108.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 98.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 87.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 79.2 8.5% 2 -0.6 pp +8.5 pp +8.5 pp +8.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 73.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 73.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 72.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 69.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 68.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 67.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 67.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 67.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 66.6 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 64.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 63.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 61.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 58.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 57.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 55.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 53.8 11.0% 3 +0.2 pp +0.1 pp +11.0 pp +11.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 53.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 52.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 51.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 50.1 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 49.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 46.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 46.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 44.8 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 44.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 43.7 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 43.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 40.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 38.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 37.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 35.7 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 34.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 33.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 33.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 33.0 4.7% 3 +1.4 pp +3.0 pp +4.7 pp +4.7 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 32.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 32.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 31.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 31.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 31.5 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 30.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 28.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 28.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 27.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 27.6 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 26.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 26.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 25.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 25.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 25.5 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 25.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 25.0 10.8% 2 -0.6 pp +10.8 pp +10.8 pp +10.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 24.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 23.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 23.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 23.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 22.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 22.3 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 22.2 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 21.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 21.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 20.0 6.7% 3 +0.2 pp +0.9 pp +6.7 pp +6.7 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 19.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 19.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.8 0.0% 1 +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 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 17.8 1.5% 3 -0.4 pp -0.5 pp +1.5 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 16.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 16.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 16.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 15.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 15.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 14.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 14.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 14.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 14.1 6.2% 2 -0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 13.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 13.7 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 13.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 13.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 12.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 11.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 11.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 11.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 11.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 10.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 10.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 10.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 10.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 10.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 9.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 9.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 9.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 9.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 8.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 8.6 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 8.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 7.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Berkeley, Inc CIK 0002051965 0.447 86 7.0 2.5% 3 +0.8 pp +0.6 pp +2.5 pp +2.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRUDENTIAL PLC CIK 0000898419 0.878 691 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +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 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 (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