Signals

← Signals

☆DIA

1697 in-universe funds with a nonzero position in DIA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24879
Score / z-1.038 / -1.27
Consensus495.17 over 990 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 ▾
☆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 1,740.2 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 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 1,096.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 870.9 0.2% 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 630.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 628.3 5.8% 4 +5.3 pp +5.4 pp +4.9 pp +5.8 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 474.2 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 466.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 443.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 364.9 0.4% 4 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 298.0 0.3% 6 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 271.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 262.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 247.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 204.6 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 163.9 0.0% 5 -0.2 pp -0.4 pp -0.2 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 162.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 151.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 148.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 141.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 138.1 0.1% 5 -1.0 pp -1.5 pp -0.2 pp -0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 131.7 0.2% 6 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 123.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 117.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 112.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 111.5 14.5% 5 +0.1 pp -0.4 pp -0.9 pp -1.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 108.3 0.2% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 106.7 9.7% 5 +0.0 pp +0.3 pp +0.2 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 105.8 0.1% 4 -0.0 pp -0.4 pp -0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 86.8 0.4% 5 -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 85.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 84.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 82.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 75.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 71.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 70.3 22.0% 4 -16.5 pp -17.7 pp -1.3 pp +22.0 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 62.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 59.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 58.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 58.4 6.6% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 57.4 3.4% 7 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 56.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 55.7 10.0% 5 -0.7 pp -1.8 pp -3.5 pp -4.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 53.8 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 53.7 0.0% 2 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 50.1 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 48.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 47.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 45.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 44.2 4.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 42.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 38.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 36.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 34.3 9.8% 3 -0.3 pp -0.8 pp +9.8 pp +9.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 33.9 1.1% 6 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 32.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 31.2 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 31.1 19.4% 3 -0.8 pp -0.5 pp +19.4 pp +19.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 30.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 30.5 8.8% 5 +0.2 pp +0.0 pp +0.5 pp +0.1 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 29.7 5.8% 1 +5.8 pp +5.8 pp +4.8 pp +5.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 28.9 0.8% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 28.1 4.4% 1 +4.4 pp +0.0 pp +0.2 pp +0.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 28.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 27.2 9.9% 5 -0.3 pp -0.1 pp -0.1 pp -0.5 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 26.8 3.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 25.4 1.0% 5 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 25.4 2.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 25.2 0.4% 5 -0.3 pp +0.3 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 23.7 4.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 23.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 22.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 22.0 2.5% 1 +2.5 pp +2.5 pp +0.1 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 21.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 20.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoryOne LLC CIK 0002079652 0.567 79 20.6 9.7% 2 +1.8 pp +9.7 pp +9.7 pp +9.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 19.9 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 19.6 0.9% 4 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 19.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 19.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Financial Concepts Unlimited, Inc. CIK 0002112099 0.685 44 19.1 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.9 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 18.9 2.6% 5 +0.1 pp -0.4 pp +0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 18.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 17.8 7.6% 5 -1.2 pp -4.9 pp -7.4 pp -8.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 17.8 0.4% 5 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 17.2 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 16.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 16.5 3.5% 5 -1.1 pp -1.2 pp -1.1 pp -1.5 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 16.1 5.0% 5 +0.1 pp -0.3 pp -0.6 pp -0.8 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 16.0 7.4% 5 -0.0 pp -0.3 pp +2.2 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 15.7 0.4% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 15.7 2.3% 5 -0.6 pp -0.9 pp -0.7 pp -0.9 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 15.3 3.1% 5 +0.0 pp +0.3 pp -0.1 pp -0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 14.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 14.3 8.1% 5 -0.0 pp +0.2 pp +0.5 pp +0.8 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 14.3 1.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 14.0 2.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 13.9 2.0% 1 +2.0 pp -1.2 pp +0.6 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 13.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 13.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 13.6 4.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 13.6 3.3% 3 +0.1 pp -1.7 pp +3.3 pp +3.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 13.6 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 13.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 13.0 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Benin Management CORP CIK 0001352871 0.711 152 13.0 2.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 12.7 5.9% 5 +0.4 pp +0.3 pp +0.5 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 12.0 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 11.9 0.6% 5 -0.2 pp -0.8 pp -0.7 pp -1.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 11.5 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 11.2 7.4% 5 -1.0 pp -1.0 pp +0.3 pp +0.4 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 11.2 1.9% 5 +0.3 pp +0.5 pp +0.9 pp +1.9 pp
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☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.9 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 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
☆First Western Trust Bank CIK 0001513189 0.923 215 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -8.5 pp -0.1 pp -3.9 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -4.8 pp -1.7 pp -1.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 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 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -4.4 pp -3.8 pp -4.1 pp -3.9 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 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 -0.1 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
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp -3.2 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
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -1.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -6.6 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 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 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 (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