Signals

← Signals

☆DISV

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

Flow ranking

Rank#987
Score / z0.086 / 0.09
Consensus134.22 over 225 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 425.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 194.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 192.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 82.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 66.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 41.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 35.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 33.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 32.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 32.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 28.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 27.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 27.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 24.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 24.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 21.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 20.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 16.8 13.7% 3 +0.3 pp +1.4 pp +13.7 pp +13.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 16.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 15.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 15.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 14.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 14.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 14.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 13.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 13.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 12.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 12.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 11.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 11.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 10.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 10.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 9.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 9.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 9.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 9.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 9.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 9.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 8.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 8.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 7.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 7.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 7.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 7.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 6.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 6.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 6.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 5.9 3.8% 2 +1.7 pp +3.8 pp +3.8 pp +3.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 5.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 5.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 4.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 4.8 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 4.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 4.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 4.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.4 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 4.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 4.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 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
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.3 0.9% 3 -0.2 pp +0.0 pp +0.9 pp +0.9 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NWAM LLC CIK 0001655006 0.392 684 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆25 LLC CIK 0001968777 0.795 80 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +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% 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
☆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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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
☆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
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 1 +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 DISV). Qtrs Held counts distinct quarters this fund has actually held DISV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DISV position size. Δ columns are the percentage-point change in DISV'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