☆DRSK
Flow ranking
Rank#21927
Score / z-0.004 / -0.02
Consensus36.45 over 71 funds
Momentumnot computed
Price & positioning
227 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.793 | 1746 | 444.9 | 3.8% | 3 | +0.2 pp | +0.0 pp | +3.8 pp | +3.8 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 169.9 | 2.0% | 3 | +0.3 pp | +0.3 pp | +2.0 pp | +2.0 pp |
| ☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 | 0.733 | 375 | 124.0 | 7.8% | 3 | -0.3 pp | -0.2 pp | +7.8 pp | +7.8 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 59.8 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Diversified Enterprises, LLC CIK 0002037264 | 0.848 | 425 | 49.4 | 2.9% | 3 | -0.3 pp | -0.5 pp | +2.9 pp | +2.9 pp |
| ☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 | 0.739 | 224 | 48.8 | 6.5% | 3 | -0.0 pp | -0.0 pp | +6.5 pp | +6.5 pp |
| ☆Compass Ion Advisors, LLC CIK 0001621100 | 0.781 | 297 | 39.2 | 3.7% | 3 | +0.2 pp | +0.1 pp | +3.7 pp | +3.7 pp |
| ☆Second Line Capital, LLC CIK 0001992879 | 0.612 | 173 | 38.1 | 7.8% | 3 | +0.1 pp | -0.6 pp | +7.8 pp | +7.8 pp |
| ☆Clarus Group, Inc. CIK 0001844568 | 0.654 | 127 | 36.0 | 13.0% | 3 | +0.0 pp | -0.8 pp | +13.0 pp | +13.0 pp |
| ☆GERBER, LLC CIK 0002014164 | 0.601 | 96 | 35.0 | 19.5% | 3 | +4.7 pp | +16.5 pp | +19.5 pp | +19.5 pp |
| ☆SevenBridge Financial Group, LLC CIK 0001673954 | 0.435 | 212 | 32.4 | 5.2% | 3 | -0.1 pp | +1.2 pp | +5.2 pp | +5.2 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 31.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 30.7 | 0.4% | 3 | -0.0 pp | -0.1 pp | +0.4 pp | +0.4 pp |
| ☆BROGAN FINANCIAL, INC. CIK 0001889918 | 0.861 | 64 | 28.1 | 12.3% | 3 | -0.0 pp | -0.5 pp | +12.3 pp | +12.3 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 28.1 | 2.2% | 3 | -0.0 pp | +0.7 pp | +2.2 pp | +2.2 pp |
| ☆First Heartland Consultants, Inc. CIK 0001428793 | 0.402 | 589 | 27.5 | 2.1% | 3 | -0.0 pp | -0.1 pp | +2.1 pp | +2.1 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 24.6 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 22.7 | 0.3% | 3 | -0.0 pp | +0.0 pp | +0.3 pp | +0.3 pp |
| ☆Sunburst Financial Group, LLC CIK 0001800158 | 0.764 | 132 | 21.4 | 4.3% | 3 | +0.2 pp | +0.9 pp | +4.3 pp | +4.3 pp |
| ☆Waterloo Capital, L.P. CIK 0001730942 | 0.230 | 555 | 19.3 | 1.4% | 3 | -0.1 pp | -0.2 pp | +1.4 pp | +1.4 pp |
| ☆Park Place Capital Corp CIK 0001965810 | 0.369 | 1092 | 18.7 | 3.9% | 3 | +0.2 pp | +0.2 pp | +3.9 pp | +3.9 pp |
| ☆Bienville Capital Management, LLC CIK 0001605070 | 0.131 | 92 | 16.7 | 2.7% | 3 | -0.3 pp | -0.3 pp | +2.7 pp | +2.7 pp |
| ☆TrueWealth Advisors, LLC CIK 0001817714 | 0.496 | 235 | 12.1 | 3.1% | 3 | +0.0 pp | -0.3 pp | +3.1 pp | +3.1 pp |
| ☆Wealth Advisory Team LLC CIK 0002039196 | 0.609 | 39 | 11.8 | 10.4% | 1 | +10.4 pp | +10.4 pp | +10.4 pp | +10.4 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 11.5 | 0.2% | 3 | -0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 11.0 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Pandora Wealth, Inc. CIK 0002045414 | 0.520 | 224 | 10.6 | 6.5% | 3 | +0.0 pp | +1.6 pp | +6.5 pp | +6.5 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 9.5 | 0.6% | 2 | -0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Cushing Capital Partners, LLC CIK 0002054827 | 0.293 | 99 | 8.2 | 6.1% | 3 | -0.3 pp | -0.4 pp | +6.1 pp | +6.1 pp |
| ☆MBE Wealth Management, LLC CIK 0001775850 | 0.493 | 170 | 8.1 | 3.4% | 3 | +0.0 pp | -0.5 pp | +3.4 pp | +3.4 pp |
| ☆Lord & Richards Wealth Management, LLC CIK 0002045252 | 0.494 | 49 | 8.1 | 6.9% | 3 | -0.2 pp | -0.9 pp | +6.9 pp | +6.9 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 7.9 | 1.0% | 3 | -0.0 pp | -0.2 pp | +1.0 pp | +1.0 pp |
| ☆EdgeRock Capital LLC CIK 0001908378 | 0.651 | 134 | 7.6 | 2.0% | 3 | -0.1 pp | +0.1 pp | +2.0 pp | +2.0 pp |
| ☆Financial Guidance Group, Inc. CIK 0001929349 | 0.457 | 91 | 6.8 | 2.8% | 3 | +0.3 pp | +0.5 pp | +2.8 pp | +2.8 pp |
| ☆Prime Capital Investment Advisors, LLC CIK 0001731446 | 0.680 | 1068 | 6.3 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 | 0.319 | 177 | 5.7 | 2.6% | 3 | +0.0 pp | +0.0 pp | +2.6 pp | +2.6 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 4.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 | 0.295 | 89 | 4.6 | 2.1% | 3 | -0.1 pp | -0.2 pp | +2.1 pp | +2.1 pp |
| ☆SWS Partners CIK 0001731731 | 0.307 | 108 | 4.5 | 1.1% | 3 | +0.0 pp | +0.0 pp | +1.1 pp | +1.1 pp |
| ☆Regal Investment Advisors LLC CIK 0001559789 | 0.425 | 647 | 3.6 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Code Waechter LLC CIK 0002039212 | 0.356 | 127 | 3.4 | 2.2% | 3 | -0.2 pp | -0.4 pp | +2.2 pp | +2.2 pp |
| ☆Renasant Bank CIK 0001656167 | 0.136 | 141 | 3.3 | 2.2% | 3 | -0.2 pp | -0.3 pp | +2.2 pp | +2.2 pp |
| ☆Second Half Financial Partners, LLC CIK 0001946654 | 0.633 | 109 | 3.1 | 1.4% | 3 | +0.0 pp | -0.1 pp | +1.4 pp | +1.4 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 2.8 | 0.1% | 3 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 2.8 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 2.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mendel Money Management CIK 0001600585 | 0.195 | 127 | 2.6 | 1.1% | 2 | +0.4 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 | 0.591 | 633 | 2.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Cyndeo Wealth Partners, LLC CIK 0001950947 | 0.448 | 517 | 2.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 2.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆True Vision MN LLC CIK 0002013460 | 0.163 | 98 | 1.8 | 0.9% | 3 | -0.0 pp | -0.1 pp | +0.9 pp | +0.9 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.6 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 1.3 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Meridian Wealth Management, LLC CIK 0001697300 | 0.542 | 809 | 1.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Synergy Asset Management, LLC CIK 0001699080 | 0.127 | 274 | 1.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.6 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Retirement Planning Group, LLC CIK 0001508195 | 0.844 | 541 | 0.6 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆VISIONARY HORIZONS, LLC CIK 0002003615 | 0.392 | 145 | 0.6 | 0.3% | 2 | +0.2 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Jacobi Capital Management LLC CIK 0001689646 | 0.613 | 644 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.4 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Gladstone Institutional Advisory LLC CIK 0001766530 | 0.520 | 892 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆RDA Financial Network CIK 0001774086 | 0.257 | 284 | 0.3 | 0.1% | 3 | +0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Magnolia Private Wealth, LLC CIK 0002055130 | 0.108 | 153 | 0.3 | 0.2% | 3 | -0.0 pp | -0.3 pp | +0.2 pp | +0.2 pp |
| ☆Lunt Capital Management, Inc. CIK 0001608034 | 0.429 | 90 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 | 0.180 | 108 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kathmere Capital Management, LLC CIK 0001794543 | 0.522 | 671 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Princeton Global Asset Management LLC CIK 0001767349 | 0.425 | 831 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WHITTIER TRUST CO CIK 0001137881 | 0.805 | 1354 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 | 0.657 | 591 | 0.1 | 0.0% | 1 | +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 | 0.1 | 0.0% | 1 | +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 |
| ☆Wilmington Savings Fund Society, FSB CIK 0000900974 | 0.685 | 1487 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.0 | 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 | 0.0 | 0.0% | 4 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 1 | +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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 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 |
| ☆Global Wealth Strategies & Associates CIK 0001912297 | 0.636 | 97 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 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 |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 3 | -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% | 3 | -0.0 pp | -0.0 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 |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 | 0.149 | 274 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BOKF, NA CIK 0000009634 | 0.752 | 1160 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Talon Private Wealth, LLC CIK 0001990467 | 0.144 | 231 | 0.0 | 0.0% | 0 | +0.0 pp | -6.0 pp | -6.6 pp | -10.7 pp |
| ☆Advisor Resource Council CIK 0001820879 | 0.259 | 260 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆Creekmur Asset Management LLC CIK 0002013091 | 0.963 | 6 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Uniting Wealth Partners, LLC CIK 0002056414 | 0.344 | 207 | 0.0 | 0.0% | 0 | -3.3 pp | -2.1 pp | +0.0 pp | +0.0 pp |
| ☆FSA Wealth Management LLC CIK 0001804256 | 0.827 | 574 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Richard W. Paul & Associates, LLC CIK 0001964203 | 0.312 | 320 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WOLVERINE TRADING, LLC CIK 0000927337 | 0.109 | 1566 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 0.0 | 0.0% | 0 | -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% | 0 | +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% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Capital Management, LLC CIK 0001921487 | 0.451 | 175 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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