Signals

← Signals

☆DJP

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

Flow ranking

Rank#15217
Score / z0.000 / -0.02
Consensus61.66 over 102 funds
Momentumnot computed

Price & positioning

225 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 113.8 4.7% 4 +1.0 pp +1.2 pp +1.4 pp +4.7 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 65.8 1.4% 4 +0.3 pp +0.3 pp +0.3 pp +1.4 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 34.5 1.8% 4 +0.4 pp +0.5 pp +0.5 pp +1.8 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 23.4 3.3% 4 +0.7 pp +0.8 pp +0.7 pp +3.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 21.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 10.0 1.4% 4 +0.3 pp +0.4 pp +0.3 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 9.8 0.6% 4 +0.2 pp +0.1 pp -0.0 pp +0.6 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 9.6 6.2% 4 +1.5 pp +1.8 pp +1.7 pp +6.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 9.6 1.1% 4 +0.4 pp +0.4 pp +0.6 pp +1.1 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 9.5 2.1% 4 -0.8 pp -0.5 pp -1.1 pp +2.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 8.7 5.6% 4 +1.3 pp +2.1 pp +2.1 pp +5.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 8.4 2.6% 4 +0.6 pp +0.7 pp +0.7 pp +2.6 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 7.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 6.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 5.9 2.8% 6 +0.6 pp +1.4 pp +1.6 pp +1.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.5 1.1% 4 +0.2 pp +0.3 pp +0.2 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 5.0 1.4% 4 +0.4 pp +0.3 pp +0.3 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 4.7 3.1% 4 +0.5 pp +0.5 pp +0.6 pp +3.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 4.5 1.5% 4 +0.3 pp +0.6 pp +0.7 pp +1.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 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 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WLTH Capital Management, LLC CIK 0002112635 0.480 29 3.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.4 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 2.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.8 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.7 0.6% 4 +0.1 pp +0.1 pp -0.2 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marino Management, LLC CIK 0001845680 0.934 11 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 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 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.2 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 0.8 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.7 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 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.4 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.3 0.2% 2 +0.1 pp +0.2 pp -0.2 pp +0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.1% 1 +0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 +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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 +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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.1 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 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
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 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 DJP). Qtrs Held counts distinct quarters this fund has actually held DJP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DJP position size. Δ columns are the percentage-point change in DJP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status