Signals

← Signals

☆DGRW

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

Flow ranking

Rank#962
Score / z0.094 / 0.10
Consensus252.71 over 480 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-2%
Short interest+143% / 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 ▾
☆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 1,079.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,077.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,061.0 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 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 832.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 688.6 34.1% 3 +1.2 pp +3.2 pp +34.1 pp +2.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 651.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 334.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 267.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 259.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 252.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 188.1 0.0% 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 156.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 146.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 138.8 3.7% 5 +0.2 pp +0.6 pp +0.9 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 123.5 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 113.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 109.4 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 103.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 99.2 4.9% 6 -0.2 pp -1.1 pp -2.5 pp -3.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 92.9 3.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 89.7 6.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 84.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 84.7 5.5% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 81.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 80.5 5.3% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 79.1 9.5% 5 -0.2 pp -0.7 pp -1.0 pp -1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 70.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 70.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 70.1 8.5% 5 -0.3 pp -1.6 pp -1.5 pp -2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.4 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 66.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 66.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 63.9 12.5% 5 -0.6 pp -0.7 pp -3.6 pp -3.5 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 61.4 9.8% 5 -0.3 pp -0.2 pp -0.4 pp -1.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 59.5 15.6% 5 +2.0 pp +0.4 pp +0.6 pp +1.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 58.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 57.9 10.5% 7 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 55.5 5.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 51.6 6.5% 5 +0.2 pp +0.2 pp -0.2 pp -0.7 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 51.0 11.5% 3 -0.9 pp -0.5 pp +11.5 pp +11.5 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 50.7 4.5% 5 -0.0 pp +0.7 pp +0.9 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 49.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 47.5 4.5% 7 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.1 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 43.8 1.2% 5 +0.0 pp -0.2 pp -0.6 pp -0.8 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 39.6 6.9% 5 -0.1 pp +0.3 pp +1.3 pp +1.4 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 39.0 16.5% 5 +0.9 pp +0.8 pp +0.8 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 38.9 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 38.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 38.1 3.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 37.3 3.4% 5 -0.4 pp -0.6 pp -0.7 pp -0.7 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 36.5 7.1% 5 -0.4 pp -0.6 pp -0.9 pp -1.2 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 36.2 6.3% 5 -0.6 pp -0.5 pp -0.4 pp -0.3 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 36.1 7.0% 5 -0.2 pp +0.1 pp -0.2 pp -0.2 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 34.8 12.0% 2 -2.6 pp +12.0 pp +12.0 pp +12.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 34.1 2.3% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 32.7 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 31.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 31.6 11.1% 5 -0.2 pp -0.3 pp -1.2 pp -1.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 31.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 31.4 3.0% 5 -0.2 pp -0.4 pp -0.6 pp -1.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 31.3 1.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 29.6 2.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 27.9 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 27.9 2.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 27.8 7.8% 5 -0.4 pp -0.3 pp -0.6 pp -0.8 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 27.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 26.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 26.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.5 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.2 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 23.9 8.6% 5 -0.1 pp +0.2 pp -0.6 pp -0.7 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 23.3 7.7% 5 -1.0 pp -0.4 pp -0.5 pp -2.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 23.2 0.2% 5 -0.9 pp -1.4 pp -1.3 pp -1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 22.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 22.6 5.1% 6 -1.2 pp -1.9 pp -5.1 pp -5.7 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 22.1 8.3% 5 -0.4 pp -4.3 pp -4.5 pp -4.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 22.0 12.1% 5 -0.6 pp -3.9 pp -4.2 pp -4.7 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 21.2 1.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 21.2 2.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.8 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 19.9 7.9% 2 -0.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 19.7 13.7% 5 +0.2 pp -0.8 pp -0.4 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 19.0 7.3% 5 -0.4 pp -0.9 pp -1.6 pp -1.3 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 18.9 6.1% 5 -0.2 pp -0.0 pp -0.1 pp +0.3 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 18.7 1.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 18.3 1.1% 7 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 18.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 17.8 0.6% 6 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 17.2 0.6% 5 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.9 1.1% 5 -0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 16.7 6.1% 6 -0.2 pp -0.4 pp -0.3 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.2 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 15.6 9.4% 2 +0.9 pp +9.4 pp +9.4 pp +9.4 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 15.3 7.0% 5 -0.3 pp -0.2 pp -0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 14.6 9.9% 5 -1.4 pp -0.9 pp -0.5 pp -1.6 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 14.1 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 13.6 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.9 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 13.4 8.1% 2 -0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 13.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 13.1 1.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 13.1 5.2% 5 -0.7 pp -1.0 pp -1.5 pp -0.8 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 12.9 4.9% 6 -0.3 pp -0.6 pp -0.7 pp -0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 12.3 1.2% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 12.2 7.2% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 11.7 6.5% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 11.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 11.6 4.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 11.4 3.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 10.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 10.7 2.9% 7 -0.2 pp -0.2 pp -0.4 pp -3.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 10.6 6.7% 5 -0.3 pp -0.2 pp +0.1 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.1 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 10.1 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 10.0 0.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 10.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 9.7 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.7 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.6 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.6 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 9.2 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.1 0.3% 5 +0.0 pp -0.2 pp -0.9 pp -1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 8.6 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.5 0.5% 5 -0.1 pp -0.4 pp -0.4 pp -0.6 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 8.5 1.1% 5 -0.4 pp -0.4 pp -0.3 pp +0.1 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.838 58 8.5 3.7% 5 -0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 8.5 4.3% 5 -0.3 pp -0.2 pp -0.5 pp -0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 8.3 1.8% 5 -0.5 pp -0.2 pp -0.3 pp -0.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.2 5.0% 5 -0.3 pp -0.5 pp -0.3 pp -0.4 pp
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☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -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% 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 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 (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