Signals

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☆DMBS

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

Flow ranking

Rank#16539
Score / z0.000 / -0.02
Consensus42.39 over 83 funds
Momentumnot computed

Price & positioning

226 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
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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 ▾
☆Gradient Investments LLC CIK 0001542265 0.563 448 151.2 2.1% 5 -0.3 pp -0.0 pp +0.1 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 53.2 1.9% 3 -0.4 pp -0.1 pp +1.9 pp +1.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 37.7 0.4% 5 -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 36.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 33.3 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 22.2 3.8% 5 +0.4 pp +0.1 pp +1.8 pp +0.7 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 21.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 18.7 1.0% 5 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 17.3 3.6% 6 -0.2 pp +0.2 pp +0.5 pp +0.8 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 16.7 4.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 15.7 4.7% 5 -0.2 pp -0.3 pp +0.4 pp +0.8 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 15.7 4.1% 5 +1.0 pp +1.1 pp +0.8 pp +0.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 13.9 0.4% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 12.6 2.7% 5 -0.1 pp +0.0 pp +0.7 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.2 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 10.6 3.7% 5 -0.1 pp +0.7 pp +0.7 pp +1.3 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 10.2 0.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.5 0.0% 3 -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 8.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 7.6 1.8% 5 -0.6 pp +0.3 pp +0.5 pp +1.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 7.4 3.7% 1 +3.7 pp +2.8 pp +2.8 pp +3.7 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 7.0 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 6.2 3.6% 5 -0.1 pp +0.3 pp +0.4 pp +1.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 5.8 4.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 5.5 4.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.7 pp
☆Layline Advisors, LLC CIK 1724910 0.450 76 4.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 4.2 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 3.9 1.4% 5 -0.2 pp -0.4 pp -0.3 pp -0.3 pp
☆Mendel Money Management CIK 0001600585 0.195 127 3.8 1.4% 4 +0.3 pp +0.6 pp +0.9 pp +1.4 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 3.8 3.5% 4 -0.4 pp +2.2 pp +0.9 pp +3.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 3.1 3.1% 1 +3.1 pp +1.8 pp +3.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.9 2.0% 5 -0.2 pp -0.3 pp -0.5 pp -0.3 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.0 0.9% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 1.6 1.3% 4 -0.1 pp +0.2 pp +0.5 pp +1.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.5 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.9 0.1% 7 -0.1 pp -1.9 pp -1.7 pp -1.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.179 106 0.5 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.274 71 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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% 1 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 -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 -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp -0.4 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp -0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 DMBS). Qtrs Held counts distinct quarters this fund has actually held DMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DMBS position size. Δ columns are the percentage-point change in DMBS'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