Signals

← Signals

☆DIHP

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

Flow ranking

Rank#791
Score / z0.126 / 0.19
Consensus128.67 over 215 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+11% / 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 863.7 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 773.0 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 409.2 0.7% 3 -0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 189.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 148.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 104.7 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 81.6 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 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 76.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 72.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 68.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 68.4 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 62.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 60.2 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 52.2 10.4% 2 -0.2 pp +10.4 pp +10.4 pp +10.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 50.7 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 44.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 35.9 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 35.8 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 34.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 34.5 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 21.2 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 20.6 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Premier Financial Group CIK 0001989061 0.418 234 20.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 19.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 18.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.5 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 15.1 2.3% 2 -1.2 pp +2.3 pp +2.3 pp +2.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 14.6 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 14.4 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 14.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 13.9 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 13.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 12.6 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 12.5 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 12.0 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 11.2 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 10.9 0.0% 2 +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 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 9.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.8 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 9.6 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.5 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 9.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.4 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 8.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 7.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 7.8 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 7.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.6 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.4 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.3 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 5.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 5.7 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 4.9 3.2% 2 -0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 4.8 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 4.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 4.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 4.5 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.3 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 4.2 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.9 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 3.6 0.6% 4 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 3.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 3.4 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 3.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 2.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 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 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 2.3 1.0% 3 -0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.7 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 1.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 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% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 2 +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% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.3 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 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% 2 -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% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 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% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 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 +0.0 pp -0.9 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
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -2.1 pp -2.7 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
☆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
☆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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
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 (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