Signals

← Signals

☆DLN

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

Flow ranking

Rank#22564
Score / z-0.229 / -0.34
Consensus181.85 over 321 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+0% / 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 339.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 314.9 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 252.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 227.2 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 156.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 122.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 113.6 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 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 100.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 98.5 4.4% 3 -0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 92.7 1.2% 3 -0.2 pp -0.0 pp +1.2 pp +1.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 91.1 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 66.0 0.0% 3 +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 61.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 54.5 12.3% 3 -1.2 pp -2.6 pp +12.3 pp +12.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.3 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 45.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 38.2 9.5% 4 +0.5 pp +2.3 pp +2.7 pp +9.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 34.4 4.0% 3 -0.1 pp -0.3 pp +4.0 pp +4.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 32.8 19.5% 4 +0.8 pp +1.6 pp +1.0 pp +19.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 29.4 2.4% 3 -0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 27.4 21.9% 3 +0.1 pp -0.0 pp +21.9 pp +21.9 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 24.6 6.6% 3 -0.0 pp -0.3 pp +6.6 pp +6.6 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 23.6 9.2% 3 +4.3 pp +0.5 pp +9.2 pp +9.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 23.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 19.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.7 2.2% 4 +0.0 pp -0.1 pp -0.3 pp +2.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.9 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.9 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.3 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 14.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 10.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 10.7 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.6 2.4% 3 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 10.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 8.3 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 7.8 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 7.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 6.9 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 6.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 5.9 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 5.9 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 5.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 5.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.8 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 4.3 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 4.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 3.9 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 3.5 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 3.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 3.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 3.3 0.4% 3 -0.5 pp -0.8 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.8 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.8 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 2.5 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.5 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.5 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 2.1 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 2.0 1.2% 5 +0.0 pp +0.5 pp -0.0 pp -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 2.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.7 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 1.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.4 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.4 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.9 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
☆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
☆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
☆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
☆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
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 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
☆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
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 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
☆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
☆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
☆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
☆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
☆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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 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
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -1.7 pp -1.5 pp +0.0 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
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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 (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