Signals

← Signals

☆DIHP

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

Flow ranking

Rank#741
Score / z0.180 / 0.20
Consensus169.84 over 281 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,207.0 1.5% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,105.9 3.2% 5 -1.3 pp -1.6 pp -0.8 pp -1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 585.0 0.6% 6 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 217.1 2.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 179.6 0.9% 6 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 161.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 127.4 1.1% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 104.8 2.0% 4 -0.8 pp -0.0 pp +0.4 pp +2.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 103.7 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 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 95.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 77.2 3.8% 5 -0.4 pp -0.5 pp -3.0 pp -3.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 71.6 1.0% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 70.6 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 63.6 6.0% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 59.7 1.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 58.7 9.4% 5 -0.4 pp -1.2 pp -1.1 pp -1.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 56.2 2.4% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 52.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 45.2 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 44.6 4.8% 5 -0.3 pp -0.3 pp -0.1 pp -0.3 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 44.4 4.9% 5 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 43.7 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 34.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.6 0.0% 5 +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 29.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 24.9 5.9% 5 -0.4 pp +1.3 pp +1.3 pp +1.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 24.4 5.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 21.9 2.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 20.2 5.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 18.3 1.0% 5 -0.1 pp -0.5 pp -0.4 pp -0.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 17.3 3.5% 5 -0.0 pp -0.1 pp +1.2 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 17.0 4.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 16.7 1.3% 2 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 16.5 2.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 15.9 4.4% 5 -0.0 pp +0.1 pp +4.3 pp +4.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 15.7 9.8% 2 -0.3 pp +9.8 pp +9.8 pp +9.8 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 15.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.0 4.9% 5 -0.1 pp -0.1 pp -0.5 pp -0.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 14.9 1.4% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 14.2 4.5% 5 -0.0 pp -0.4 pp -0.1 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 13.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 12.9 4.0% 5 +0.1 pp +0.5 pp +0.4 pp +0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 12.0 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 11.8 2.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.8 1.8% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 11.1 1.0% 5 -0.2 pp +0.1 pp +0.7 pp +0.9 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.9 3.1% 1 +3.1 pp -0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 10.8 2.8% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 10.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 10.1 5.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 9.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 9.5 5.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 9.3 4.4% 5 -0.0 pp +0.9 pp +0.9 pp +0.8 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 9.2 1.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 9.1 3.5% 5 +0.1 pp +0.5 pp +0.7 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 8.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 8.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.0 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 7.9 2.9% 4 +0.6 pp +2.0 pp +2.7 pp +2.9 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 7.7 3.0% 5 +0.1 pp +0.2 pp +0.7 pp +1.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 7.3 4.2% 5 -0.7 pp -0.6 pp -0.3 pp -0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 7.1 2.4% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 7.0 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 6.9 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 6.5 3.2% 4 -0.4 pp -0.2 pp -0.6 pp +3.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 6.5 2.0% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 6.1 1.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 5.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 5.8 0.7% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.6 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 5.5 2.8% 5 -0.1 pp -0.2 pp -0.4 pp -1.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 5.5 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 5.4 1.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 5.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 4.8 2.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 4.7 2.0% 3 +0.1 pp +0.3 pp +2.0 pp +2.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 4.6 1.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 4.5 3.2% 2 +0.8 pp +3.2 pp +3.2 pp +3.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 4.3 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 4.0 2.0% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 4.0 0.7% 5 -0.0 pp -0.1 pp -0.6 pp -0.7 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 3.9 1.1% 5 -0.1 pp -0.1 pp +0.3 pp +0.1 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 3.9 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 3.8 1.1% 5 -1.9 pp -2.3 pp -2.6 pp -2.7 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 3.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 3.4 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.4 0.3% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 3.3 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 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆City State Bank CIK 0001910666 0.322 809 3.1 0.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.1 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.0 2.1% 5 -0.0 pp +0.3 pp +0.8 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 3.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 2.7 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.7 1.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.6 0.7% 4 +0.0 pp +0.3 pp +0.6 pp +0.7 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.6 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.6 0.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 2.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.5 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.5 0.4% 3 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 2.5 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.4 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 2.4 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 2.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 2.1 0.8% 5 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.0 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.2 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
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☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Finance Group S.A. CIK 0002133354 0.102 344 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.1 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 5 -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% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 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% 4 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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% 5 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 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 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -2.0 pp -1.7 pp -0.3 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp -1.1 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -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 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
☆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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -35.9 pp -5.2 pp -5.4 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp -1.4 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆CGN Advisors LLC CIK 0001841506 0.595 322 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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 +0.0 pp +0.0 pp -5.6 pp -5.2 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.7 pp -0.9 pp -1.0 pp -1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -5.1 pp -4.9 pp -4.9 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.8 pp -0.6 pp -0.5 pp -0.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -4.9 pp -4.8 pp -5.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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 -1.6 pp -1.6 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
☆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
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 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 +0.0 pp +0.0 pp -2.1 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 (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