Signals

← Signals

☆DIVO

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

Flow ranking

Rank#613
Score / z0.263 / 0.30
Consensus149.01 over 300 funds
Momentum-0.19 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-2%
Short interest+22% / 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 810.1 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 399.3 0.1% 5 -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 200.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 166.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 157.1 4.0% 5 -0.4 pp -0.2 pp -0.3 pp -0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 91.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 82.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 81.4 0.1% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 61.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 58.1 7.8% 5 -1.1 pp +5.1 pp +5.0 pp +4.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 50.5 13.9% 3 -0.5 pp -0.3 pp +13.9 pp +13.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 46.9 3.2% 6 -0.1 pp -0.2 pp -0.4 pp -0.5 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 37.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 34.0 1.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 28.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 25.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 24.2 9.4% 5 -0.9 pp -0.5 pp -1.6 pp -1.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 21.3 5.4% 5 +0.1 pp +0.7 pp +1.2 pp +1.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 20.9 4.9% 7 -0.5 pp -0.0 pp -0.3 pp -0.5 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 20.2 10.9% 5 -0.6 pp -0.3 pp -0.8 pp -2.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 19.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.4 0.9% 5 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 18.9 7.7% 5 -0.6 pp -0.4 pp -0.4 pp -0.6 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 18.8 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 18.7 2.7% 4 -0.1 pp -0.6 pp -0.4 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 16.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 15.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 15.2 3.3% 5 +0.0 pp -0.1 pp -0.3 pp -0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 14.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 14.0 7.5% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 13.8 5.0% 5 -0.4 pp +1.9 pp +4.0 pp +4.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.379 383 12.9 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 12.6 3.9% 5 -0.5 pp -0.7 pp -1.0 pp -1.3 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 12.5 1.4% 3 +0.0 pp +0.6 pp +1.4 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 11.6 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.4 5.6% 5 -0.6 pp -0.4 pp -0.4 pp -0.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.1 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 10.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 9.3 1.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 8.9 2.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Security National Bank CIK 0001719739 0.452 392 8.7 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 8.5 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 8.3 4.3% 4 -0.7 pp -0.5 pp -0.3 pp +4.3 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 7.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 7.6 2.8% 5 -0.3 pp -0.4 pp -0.6 pp -1.5 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 7.5 2.5% 5 -0.5 pp -0.6 pp -0.6 pp -0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.1 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.1 4.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 7.0 2.2% 5 -0.7 pp -0.8 pp -0.9 pp -1.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 7.0 1.6% 7 +0.1 pp +1.2 pp +0.8 pp +0.7 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 7.0 1.3% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.6 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.2 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 6.1 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 6.0 4.2% 5 -0.5 pp -0.4 pp -0.4 pp +0.5 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 5.7 1.9% 5 +0.2 pp +0.5 pp +0.7 pp +0.8 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 5.6 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.4 2.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 5.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.2 0.5% 5 -0.1 pp -0.0 pp -0.3 pp -0.4 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 5.2 3.2% 5 -0.1 pp -0.2 pp -0.4 pp +1.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 5.1 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 5.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.9 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 4.6 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 4.5 1.1% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 4.4 2.0% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 4.4 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.1 0.0% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.6 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 3.5 0.9% 6 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 3.4 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 3.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 3.2 1.3% 6 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.9 0.7% 5 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.8 0.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 2.7 1.3% 3 -0.1 pp -1.6 pp +1.3 pp +1.3 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 2.6 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.5 0.9% 5 -0.1 pp -1.1 pp -1.1 pp -1.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.274 71 2.4 1.4% 2 -1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 2.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.0 1.5% 4 -0.4 pp -0.3 pp -0.5 pp +1.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp -0.5 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
☆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
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.2 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 +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status