Signals

← Signals

☆DIA

1345 in-universe funds with a nonzero position in DIA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24276
Score / z-0.376 / -0.56
Consensus432.36 over 836 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 1,953.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,496.5 0.2% 2 +0.1 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 1,047.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 747.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 646.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 412.4 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 367.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 296.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆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 278.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 266.6 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 258.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 239.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 232.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 220.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 215.0 1.5% 2 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 202.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 181.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 153.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 124.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 123.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 117.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 112.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 109.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 104.2 15.4% 2 -0.4 pp +15.4 pp +15.4 pp +15.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 97.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 93.1 9.6% 2 +1.2 pp +9.6 pp +9.6 pp +9.6 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 92.7 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 81.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 80.6 0.0% 4 -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 78.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 76.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 74.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 71.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 65.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 64.3 1.3% 2 -4.9 pp +1.3 pp +1.3 pp +1.3 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 54.7 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 53.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 52.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 51.4 13.6% 2 -0.9 pp +13.6 pp +13.6 pp +13.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 50.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 49.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 48.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 46.0 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 45.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 42.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 40.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 39.0 3.0% 4 -0.0 pp +0.3 pp +0.3 pp +3.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 38.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 37.3 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 36.4 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 36.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 34.9 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 33.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 31.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 29.6 15.0% 2 -1.2 pp +15.0 pp +15.0 pp +15.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 27.0 8.3% 2 -0.4 pp +8.3 pp +8.3 pp +8.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 26.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.3 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 24.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 24.5 10.0% 2 -0.4 pp +10.0 pp +10.0 pp +10.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 24.4 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 24.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 23.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 22.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 22.4 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 21.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 21.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 21.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 20.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 19.8 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 18.9 1.3% 2 -0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 18.2 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 17.0 2.4% 2 +1.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 16.8 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 16.4 3.1% 1 +3.1 pp +2.3 pp +3.1 pp +3.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 16.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 16.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 15.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 15.1 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 14.5 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 14.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 14.3 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 14.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 13.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 13.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 13.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Benin Management CORP CIK 0001352871 0.711 152 12.6 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 0.595 56 12.4 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 12.3 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 12.1 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 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 11.9 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 11.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 11.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 11.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 11.3 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 10.5 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 10.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 10.4 7.6% 2 +0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 10.0 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 9.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 9.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 9.1 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 9.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 8.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 8.8 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 8.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 8.6 5.2% 2 -0.7 pp +5.2 pp +5.2 pp +5.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 8.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 8.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -12.3 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 -0.4 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
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 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
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 +0.0 pp -4.1 pp -3.9 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.2 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 DIA). Qtrs Held counts distinct quarters this fund has actually held DIA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIA position size. Δ columns are the percentage-point change in DIA'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