Signals

← Signals

☆DLN

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

Flow ranking

Rank#198
Score / z1.190 / 1.06
Consensus188.41 over 318 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+34% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 347.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 327.7 0.2% 4 +0.0 pp -0.0 pp -0.0 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 256.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 231.2 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 171.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 122.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 120.3 2.2% 4 +0.0 pp +0.1 pp +0.0 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 117.5 0.0% 4 -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 108.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 104.1 4.6% 4 +0.2 pp +0.1 pp +0.0 pp +4.6 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 93.5 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 90.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 87.2 0.8% 4 -0.4 pp -0.5 pp -0.4 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 71.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 65.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 52.9 11.7% 4 -0.6 pp -1.8 pp -3.2 pp +11.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.7 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 41.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 38.5 9.6% 5 +0.1 pp +0.6 pp +2.4 pp +2.8 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 35.7 4.0% 4 -0.0 pp -0.1 pp -0.3 pp +4.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 34.3 20.4% 5 +0.9 pp +1.7 pp +2.5 pp +1.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 29.7 2.6% 4 +0.3 pp +0.2 pp +0.3 pp +2.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 29.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 28.0 22.9% 4 +1.0 pp +1.1 pp +1.0 pp +22.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 25.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 23.7 9.0% 4 -0.2 pp +4.1 pp +0.3 pp +9.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 23.5 6.2% 4 -0.4 pp -0.5 pp -0.7 pp +6.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 21.0 9.2% 2 +0.4 pp +9.2 pp +9.2 pp +9.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 19.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.7 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 17.6 2.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 17.0 1.2% 4 -0.0 pp +0.2 pp +0.2 pp +1.2 pp
☆truNorth Financial Services, Inc. CIK 0002108201 0.522 59 12.9 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 10.9 1.6% 3 +0.7 pp +1.3 pp +1.6 pp +1.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 10.9 1.4% 4 -0.0 pp -0.0 pp -0.2 pp +1.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.7 2.8% 4 +0.4 pp +0.3 pp +0.2 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 9.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 8.5 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 8.4 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 8.2 1.6% 4 -0.0 pp +0.0 pp -0.1 pp +1.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.0 3.4% 4 -0.1 pp +0.1 pp +0.0 pp +3.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.4 0.4% 4 -0.3 pp -0.3 pp -0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 6.0 0.6% 3 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 5.6 1.3% 4 +0.7 pp +0.7 pp +0.9 pp +1.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 5.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 5.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.0 1.6% 4 +0.3 pp +0.4 pp +0.6 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 4.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 4.2 2.9% 4 +0.4 pp +0.3 pp +0.4 pp +2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 3.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 3.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 3.4 2.4% 4 -0.0 pp +0.1 pp +0.2 pp +2.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 3.3 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 2.0 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 2.0 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.8 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.6 0.5% 4 +0.1 pp +0.0 pp +0.3 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.6 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.5 0.2% 4 -0.2 pp -0.6 pp -1.0 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -1.7 pp -1.5 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -1.2 pp -1.2 pp -0.7 pp -1.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 -1.3 pp -1.5 pp -1.5 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.1 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 DLN). Qtrs Held counts distinct quarters this fund has actually held DLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DLN position size. Δ columns are the percentage-point change in DLN'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