Signals

← Signals

☆DON

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

Flow ranking

Rank#15342
Score / z0.000 / -0.01
Consensus129.87 over 249 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 ▾
☆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 241.4 0.0% 4 -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 122.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 95.2 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 78.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 69.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.5 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 51.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.3 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 29.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 26.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 25.4 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 25.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 19.2 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 18.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 17.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 17.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 15.1 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 15.0 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 13.0 2.7% 3 -0.4 pp -0.7 pp +2.7 pp +2.7 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 12.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.8 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 11.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 11.0 6.6% 4 +0.0 pp +0.2 pp -0.1 pp +6.6 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 11.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆White Pine Investment CO CIK 0001318259 0.426 72 8.9 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 8.4 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 8.1 3.4% 3 -4.8 pp -5.1 pp +3.4 pp +3.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 7.4 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 7.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 6.9 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 6.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 6.0 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.0 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 5.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 4.7 2.8% 3 -0.2 pp -0.4 pp +2.8 pp +2.8 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.6 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 4.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 4.5 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 4.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 4.1 1.9% 3 -0.2 pp -0.3 pp +1.9 pp +1.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.2 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.6 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 2.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 2.4 1.2% 3 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 2.2 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Well Done, LLC CIK 0001667132 0.522 202 2.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 2.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 2.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 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 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.8 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 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 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 1.7 0.9% 4 -0.3 pp -0.4 pp -0.6 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 1.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.6 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
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☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 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
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -1.1 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
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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 DON). Qtrs Held counts distinct quarters this fund has actually held DON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DON position size. Δ columns are the percentage-point change in DON'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