Signals

← Signals

☆DIVB

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

Flow ranking

Rank#1491
Score / z0.011 / -0.00
Consensus72.05 over 128 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 255.4 0.1% 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 87.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 49.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 31.3 3.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 23.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 22.5 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 22.4 2.5% 3 +0.3 pp -1.6 pp +2.5 pp -3.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 19.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 19.5 3.3% 4 +0.1 pp +0.2 pp +0.4 pp +3.3 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 19.1 2.9% 5 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 15.8 3.1% 5 +0.1 pp +0.6 pp +0.6 pp +0.5 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 14.4 8.4% 2 -0.6 pp +8.4 pp +8.4 pp +8.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 11.5 0.1% 5 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 11.4 2.8% 5 -0.5 pp -0.7 pp -1.1 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.1 0.0% 3 -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 9.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 7.5 2.8% 5 +0.1 pp -0.7 pp -0.5 pp -0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.3 0.2% 6 -0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 6.4 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 6.2 0.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 5.7 3.9% 4 +0.3 pp +0.4 pp -0.3 pp +3.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.2 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 5.0 2.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.5 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 4.2 1.8% 5 +0.2 pp +0.3 pp +0.6 pp +0.7 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 4.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 2.6 1.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 2.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 1.9 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 1.9 0.8% 5 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 5 +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 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 1.3 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.2 0.7% 5 +0.1 pp +0.2 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 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 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.6 0.0% 5 +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% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.5 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gouws Capital LLC CIK 0001908828 0.551 55 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 0.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 +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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 +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
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 5 -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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -5.2 pp -5.5 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 -0.1 pp -12.4 pp -0.4 pp -19.8 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.8 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 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
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 DIVB). Qtrs Held counts distinct quarters this fund has actually held DIVB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIVB position size. Δ columns are the percentage-point change in DIVB'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