Signals

← Signals

☆DGS

245 in-universe funds with a nonzero position in DGS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1326
Score / z0.018 / 0.03
Consensus90.55 over 149 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 283.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 65.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 32.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.1 0.0% 2 -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 28.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 25.2 2.3% 2 -1.0 pp +2.3 pp +2.3 pp +2.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 20.3 8.4% 2 +6.2 pp +8.4 pp +8.4 pp +8.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 16.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.9 1.4% 4 +0.0 pp +0.1 pp +0.2 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.8 0.0% 3 +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 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 10.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 9.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 8.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 8.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 6.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 6.6 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 6.3 2.0% 4 -0.2 pp -0.1 pp -0.3 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 5.0 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 4.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.4 2.2% 3 -0.1 pp -0.5 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 2.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 2.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 2 -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 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 1.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 1.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 2 -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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 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 DGS). Qtrs Held counts distinct quarters this fund has actually held DGS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGS position size. Δ columns are the percentage-point change in DGS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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