Signals

← Signals

☆DIHP

258 in-universe funds with a nonzero position in DIHP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#841
Score / z0.131 / 0.15
Consensus100.53 over 174 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-89% / 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 760.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 744.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 705.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 380.9 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 176.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 129.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 85.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 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 69.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 65.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 65.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 64.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 57.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 50.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 42.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 36.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 35.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 33.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 29.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 27.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 25.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 24.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 22.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 19.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 19.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 16.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 13.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 13.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 12.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 11.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 11.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 10.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 10.5 4.8% 1 +4.8 pp +4.8 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 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 9.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 8.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 7.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 6.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 6.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 5.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 5.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 5.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Martin Worley Group CIK 0002049542 0.360 91 4.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 4.1 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 3.3 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 2.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Friday Financial CIK 0002048792 0.653 108 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 1 +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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.1 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.9 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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