Signals

← Signals

☆DIVO

337 in-universe funds with a nonzero position in DIVO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1005
Score / z0.060 / 0.09
Consensus123.41 over 243 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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 660.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 318.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 123.5 4.3% 2 -0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 121.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 106.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 103.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.4 0.0% 2 +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 56.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 40.9 3.6% 3 -0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 39.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 34.1 10.8% 2 +0.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 29.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 27.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 26.6 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 25.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 21.2 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 20.4 5.1% 4 -0.3 pp +0.0 pp +1.2 pp +5.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 19.6 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 18.4 8.1% 2 -0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 18.3 11.7% 2 -1.2 pp +11.7 pp +11.7 pp +11.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 16.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 16.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 15.2 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 14.5 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.1 0.3% 3 -0.1 pp -0.2 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 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 13.0 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 12.6 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.0 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 10.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 9.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 8.2 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 8.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 7.9 3.5% 2 -0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 7.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 7.6 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 7.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Security National Bank CIK 0001719739 0.452 392 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.6 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 6.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 6.3 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 5.7 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 5.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.5 4.6% 2 +0.9 pp +4.6 pp +4.6 pp +4.6 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.1 3.5% 2 +1.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.5 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 4.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 4.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 3.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 3.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 3.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 3.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 3.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.0 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.7 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 2.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.9 0.0% 2 -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 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.4 0.7% 4 -0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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