Signals

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☆DMAX

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

Flow ranking

Rank#15691
Score / z0.000 / -0.01
Consensus13.43 over 21 funds
Momentumnot computed

Price & positioning

223 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

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
–
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 ▾
☆BIP Wealth, LLC CIK 0001590214 0.504 560 22.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 12.9 3.6% 2 +0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 2.6 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.8 1.1% 3 -0.0 pp -0.8 pp +1.1 pp +1.1 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 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 1.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.3 0.0% 3 -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
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 2 -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
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -0.1 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
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 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
☆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
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 DMAX). Qtrs Held counts distinct quarters this fund has actually held DMAX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DMAX position size. Δ columns are the percentage-point change in DMAX'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