Signals

← Signals

☆DMXF

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

Flow ranking

Rank#1331
Score / z0.024 / 0.01
Consensus118.58 over 194 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 ▾
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 288.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 94.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 69.5 4.3% 5 -1.1 pp -0.9 pp -1.2 pp -1.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 65.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 33.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 20.8 9.8% 2 +0.4 pp +9.8 pp +9.8 pp +9.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 15.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 12.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 9.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 9.1 3.3% 5 -0.1 pp +0.3 pp +0.3 pp +0.6 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 8.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 6.0 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 5.7 3.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 5.3 3.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 4.8 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 3.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 3.6 2.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 3.6 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.3 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 2.7 1.0% 5 -0.1 pp +0.0 pp -0.1 pp -0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.6 0.3% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 2.4 1.7% 2 +1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 -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 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 2.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 1 +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 1.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 1.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.7 0.9% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 0.183 56 1.6 1.3% 5 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.5 0.0% 5 -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 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 1.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 1.4 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 5 +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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.1 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 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 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.0 0.0% 5 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 1 +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 0.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 5 -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 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.7 0.1% 1 +0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 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 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.6 0.1% 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 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
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 (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