Signals

← Signals

☆DIVO

373 in-universe funds with a nonzero position in DIVO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#436
Score / z0.402 / 0.56
Consensus137.28 over 275 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 693.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 331.4 0.1% 3 -0.0 pp -0.0 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 130.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 128.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 128.8 4.2% 3 -0.1 pp -0.7 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 124.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 95.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.2 0.0% 3 -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 59.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 45.3 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 41.9 3.4% 4 -0.2 pp -0.3 pp -0.2 pp +3.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 37.4 11.3% 3 -0.5 pp -1.6 pp +11.3 pp +11.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 33.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 30.9 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 29.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 27.4 2.8% 3 -0.0 pp -0.4 pp +2.8 pp +2.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 26.1 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 22.9 10.0% 3 -1.1 pp -1.3 pp +10.0 pp +10.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 20.4 4.9% 5 -0.3 pp -0.5 pp -0.2 pp +0.9 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 19.8 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 18.4 8.2% 3 +0.1 pp -0.2 pp +8.2 pp +8.2 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 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 18.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 17.0 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 16.7 4.8% 3 +0.6 pp +0.8 pp +4.8 pp +4.8 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 15.1 3.5% 3 -0.2 pp -0.7 pp +3.5 pp +3.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 14.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 13.5 7.6% 3 +0.1 pp +0.1 pp +7.6 pp +7.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 13.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 12.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 12.3 4.6% 3 -0.3 pp -0.7 pp +4.6 pp +4.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.1 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.0 6.0% 3 -0.0 pp -0.2 pp +6.0 pp +6.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 10.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 10.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 8.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 8.1 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 8.1 3.1% 3 -0.0 pp -0.3 pp +3.1 pp +3.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 7.9 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 7.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 7.8 3.2% 3 -0.2 pp -1.1 pp +3.2 pp +3.2 pp
☆Security National Bank CIK 0001719739 0.452 392 7.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 7.6 3.0% 3 +2.0 pp +2.3 pp +3.0 pp +3.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.5 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 6.9 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.6 4.2% 3 -0.0 pp -0.1 pp +4.2 pp +4.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 6.3 1.9% 3 -0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 6.0 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.6 4.6% 3 +0.0 pp +0.9 pp +4.6 pp +4.6 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.3 0.8% 1 +0.8 pp +0.3 pp +0.8 pp +0.8 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 5.2 3.5% 2 +1.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Thompson David Blair CIK 2150492 0.059 212 5.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.0 2.9% 3 -0.0 pp -0.0 pp +2.9 pp +2.9 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.0 3.3% 3 -0.2 pp +1.2 pp +3.3 pp +3.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 4.8 2.0% 3 -0.1 pp +0.0 pp +2.0 pp +2.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.7 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 4.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.6 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.5 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 4.3 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 4.1 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 4.0 0.6% 3 +0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 3.8 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 3.5 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 3.5 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 3.3 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.2 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.8 1.4% 4 +0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 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 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.3 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 2.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.7 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.5 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.5 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -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% 2 -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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 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% 3 -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% 2 -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% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 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% 3 -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% 2 -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% 1 +0.0 pp +0.0 pp -0.1 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -10.8 pp -10.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.5 pp -2.6 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
☆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
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 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 +0.0 pp -0.2 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
☆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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -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% 0 -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% 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
☆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
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.4 pp -0.3 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
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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