Signals

← Signals

☆DIVO

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

Flow ranking

Rank#617
Score / z0.256 / 0.31
Consensus105.28 over 214 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+91% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 613.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 282.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 116.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 115.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 80.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 78.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.2 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 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 38.2 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 37.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 35.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 29.9 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 26.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 25.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.6 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 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 19.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 18.8 5.4% 3 +0.3 pp +1.5 pp +5.4 pp +5.4 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 18.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 17.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 14.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 14.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 12.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 12.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 12.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 10.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 9.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 9.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 8.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 7.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 7.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 5.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 1.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.4 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Illumine Investment Management, LLC CIK 0002052970 0.089 95 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 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
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +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
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.1 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 DIVO). Qtrs Held counts distinct quarters this fund has actually held DIVO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DIVO position size. Δ columns are the percentage-point change in DIVO'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