Signals

← Signals

☆DMXF

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

Flow ranking

Rank#15320
Score / z0.000 / -0.01
Consensus75.91 over 128 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 63.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 55.0 5.3% 3 -0.3 pp -0.5 pp +5.3 pp +5.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 17.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 10.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 7.2 3.0% 3 +0.0 pp +0.3 pp +3.0 pp +3.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 6.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 5.8 2.0% 3 -0.3 pp -0.3 pp +2.0 pp +2.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 4.9 3.1% 3 -0.0 pp -0.2 pp +3.1 pp +3.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 4.7 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 4.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 3.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 3.2 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.9 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 2.4 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 2.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 2.2 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.8 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 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 1.8 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 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.5 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 0.183 56 1.2 1.1% 3 +0.4 pp +0.5 pp +1.1 pp +1.1 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.1 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 2 +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 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 3 -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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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% 2 -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
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 +0.0 pp -0.2 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 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
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 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
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.4 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 DMXF). Qtrs Held counts distinct quarters this fund has actually held DMXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DMXF position size. Δ columns are the percentage-point change in DMXF'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