Signals

← Signals

☆DIHP

326 in-universe funds with a nonzero position in DIHP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#786
Score / z0.133 / 0.18
Consensus128.34 over 218 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-58% / 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 955.5 1.5% 3 +0.0 pp -0.3 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 851.6 4.8% 3 +0.8 pp +0.5 pp +4.8 pp +4.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 459.1 0.5% 4 -0.1 pp -0.3 pp +0.1 pp +0.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 198.5 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 154.5 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 129.8 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 86.3 4.9% 3 +0.1 pp -0.0 pp +4.9 pp +4.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 85.2 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 84.6 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 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 82.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 74.7 4.3% 3 -2.5 pp -3.0 pp +4.3 pp +4.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 72.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 58.8 6.0% 3 -0.3 pp -0.4 pp +6.0 pp +6.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 54.7 10.6% 3 +0.2 pp -0.1 pp +10.6 pp +10.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 53.7 1.6% 3 +0.0 pp +0.4 pp +1.6 pp +1.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 51.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 43.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 40.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 40.1 2.2% 3 +0.2 pp +0.2 pp +2.2 pp +2.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 38.0 5.1% 3 +0.1 pp +0.0 pp +5.1 pp +5.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 37.8 5.2% 3 +0.1 pp +0.3 pp +5.2 pp +5.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 22.6 1.5% 3 +0.0 pp -0.3 pp +1.5 pp +1.5 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 22.0 5.5% 3 -0.0 pp -0.1 pp +5.5 pp +5.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 20.4 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Premier Financial Group CIK 0001989061 0.418 234 20.1 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 18.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 17.0 4.9% 3 -0.0 pp -0.1 pp +4.9 pp +4.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 16.1 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 15.6 3.7% 3 +1.3 pp +0.1 pp +3.7 pp +3.7 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 15.5 4.6% 3 +0.1 pp -0.0 pp +4.6 pp +4.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 15.3 2.4% 3 +0.1 pp +0.0 pp +2.4 pp +2.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 14.1 4.1% 3 -0.1 pp -0.5 pp +4.1 pp +4.1 pp
☆25 LLC CIK 0001968777 0.795 80 13.3 4.2% 3 +4.1 pp +4.1 pp +4.2 pp +4.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 13.1 5.0% 3 -0.4 pp -0.4 pp +5.0 pp +5.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 13.0 5.1% 3 +0.2 pp +0.2 pp +5.1 pp +5.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 12.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 12.3 4.8% 3 +0.3 pp +0.0 pp +4.8 pp +4.8 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 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 11.7 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 10.6 2.7% 3 +0.1 pp -0.0 pp +2.7 pp +2.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.0 3.2% 3 +0.2 pp +0.3 pp +3.2 pp +3.2 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 9.7 3.4% 3 -0.3 pp -0.3 pp +3.4 pp +3.4 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.7 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 9.5 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.8 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 8.8 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.7 5.3% 3 +0.0 pp -0.1 pp +5.3 pp +5.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 8.1 5.0% 3 +0.0 pp +0.6 pp +5.0 pp +5.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 8.1 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 7.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.9 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.1 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 7.1 4.8% 3 +0.3 pp -0.1 pp +4.8 pp +4.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.8 3.6% 3 +0.1 pp -0.0 pp +3.6 pp +3.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 6.4 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 6.3 3.0% 3 +0.2 pp +0.3 pp +3.0 pp +3.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.6 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 5.5 2.8% 3 +0.4 pp +0.9 pp +2.8 pp +2.8 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 5.4 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 5.3 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 5.2 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 5.0 1.7% 2 +1.4 pp +1.7 pp +1.7 pp +1.7 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 4.9 3.1% 3 -0.2 pp -0.8 pp +3.1 pp +3.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 4.8 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 4.7 0.9% 3 +0.6 pp +0.8 pp +0.9 pp +0.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.5 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.3 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 4.2 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.2 0.6% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 3.8 1.5% 3 +0.1 pp +0.8 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 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 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 3.7 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 3.4 0.8% 3 -0.5 pp -0.6 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 3.2 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.2 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Friday Financial CIK 0002048792 0.653 108 3.2 1.1% 3 +0.3 pp +0.2 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 3.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 2.6 1.1% 4 +0.0 pp -0.0 pp +0.2 pp +1.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 2.4 1.7% 1 +1.7 pp +1.7 pp +0.8 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 2.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 2.2 1.7% 3 +0.5 pp +0.8 pp +1.7 pp +1.7 pp
☆Emprise Bank CIK 0002018815 0.570 109 2.1 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.0 0.6% 1 +0.6 pp +0.3 pp +0.6 pp +0.6 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.7 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆City State Bank CIK 0001910666 0.322 809 1.5 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.4 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 1.4 0.8% 3 -0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.3 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -2.5 pp -2.6 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -5.6 pp -5.2 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -2.1 pp -2.7 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -2.2 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 DIHP). Qtrs Held counts distinct quarters this fund has actually held DIHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIHP position size. Δ columns are the percentage-point change in DIHP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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