Signals

← Signals

☆DON

530 in-universe funds with a nonzero position in DON within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#794
Score / z0.171 / 0.13
Consensus145.52 over 272 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 1.0d

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 244.1 0.0% 5 +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 125.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 98.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 97.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 85.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 83.0 3.7% 4 -0.3 pp -0.4 pp -0.5 pp +3.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 79.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.7 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 52.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 26.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 26.3 2.9% 4 -0.0 pp -0.1 pp -0.2 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 24.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 20.4 1.7% 4 +0.0 pp -0.0 pp -0.1 pp +1.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 19.2 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 18.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 18.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 15.8 3.5% 4 +0.2 pp +0.1 pp +0.1 pp +3.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 14.9 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 14.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 12.7 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 12.5 1.6% 4 +0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 12.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 12.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 12.1 2.4% 4 -0.3 pp -0.7 pp -1.0 pp +2.4 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 11.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 11.6 6.9% 5 +0.3 pp +0.4 pp +0.6 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.2 2.1% 4 +0.0 pp +0.0 pp +0.1 pp +2.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 9.1 1.5% 4 +0.1 pp -0.0 pp -0.3 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.5 0.9% 4 -0.3 pp -0.3 pp -0.3 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 7.9 3.2% 4 -0.2 pp -5.0 pp -5.3 pp +3.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 7.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.6 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 7.4 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.2 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.2 0.0% 4 +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 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 6.0 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 4.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 4.8 2.7% 4 -0.1 pp -0.3 pp -0.5 pp +2.7 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.7 1.1% 4 -0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.6 1.1% 4 +0.1 pp -0.1 pp -0.3 pp +1.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.5 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 4.5 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 4.4 1.1% 4 +0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 4.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 4.2 2.0% 4 +0.1 pp -0.1 pp -0.2 pp +2.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.5 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.0 0.3% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 2.9 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.9 1.7% 4 +0.5 pp +0.5 pp +0.6 pp +1.7 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.6 0.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 2.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 2.5 1.2% 4 -0.0 pp -0.1 pp +0.1 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 2.5 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 2.4 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.3 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 2.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 2.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 1.8 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 1.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.8 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 1.7 0.9% 5 +0.0 pp -0.3 pp -0.4 pp -0.6 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.7 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.4 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.1 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 4 +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 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -1.1 pp -1.1 pp -1.1 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
☆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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 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 +0.0 pp -0.2 pp -0.2 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 +0.0 pp -1.1 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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