Signals

← Signals

☆DIVI

205 in-universe funds with a nonzero position in DIVI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1378
Score / z0.027 / 0.00
Consensus75.05 over 135 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 225.3 7.0% 4 +0.6 pp +0.8 pp +0.2 pp +7.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 218.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 85.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 63.7 1.7% 4 -0.0 pp +0.1 pp +0.1 pp +1.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 60.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 38.8 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 33.9 4.7% 4 +0.2 pp +0.3 pp -0.1 pp +4.7 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 32.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 29.4 8.8% 4 +0.1 pp +0.1 pp +0.2 pp +8.8 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 24.4 1.5% 4 +0.1 pp +0.2 pp +0.6 pp +1.5 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 23.5 6.4% 4 +0.5 pp +0.8 pp +1.4 pp +6.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 22.6 1.0% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 17.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 16.2 3.8% 4 +0.2 pp +0.5 pp +0.9 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 14.3 3.0% 4 +0.2 pp +0.3 pp +0.3 pp +3.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 10.8 2.0% 4 +0.1 pp +0.2 pp +0.1 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.5 0.0% 4 -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 9.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 7.4 1.0% 4 +0.1 pp +0.2 pp +0.4 pp +1.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 7.0 3.5% 4 +0.5 pp +0.9 pp +1.1 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 6.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 5.5 4.0% 4 +0.2 pp +0.8 pp +0.8 pp +4.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 4.9 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 4.8 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 4.7 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 4.4 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.5 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 3.3 1.4% 4 +0.3 pp +0.5 pp +0.8 pp +1.4 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 3.1 1.1% 4 +0.3 pp +0.5 pp +0.6 pp +1.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 2.0 1.0% 4 -0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 1.8 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 1.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 6 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 1.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.5% 4 -0.2 pp -0.0 pp +0.0 pp +0.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.6 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 4 -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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -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 0.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.1 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Knuff & Co LLC CIK 0001768089 0.368 142 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 +0.0 pp +0.0 pp -5.2 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
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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 DIVI). Qtrs Held counts distinct quarters this fund has actually held DIVI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIVI position size. Δ columns are the percentage-point change in DIVI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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