Signals

← Signals

☆DSGX

336 in-universe funds with a nonzero position in DSGX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23193
Score / z-0.032 / -0.06
Consensus110.04 over 186 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+21% / 2.8d

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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 401.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 347.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 274.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 273.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 264.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Durable Capital Partners LP CIK 0001798849 0.765 36 229.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 186.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 170.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 159.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 155.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 151.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 122.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 117.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 100.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 91.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 89.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 85.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 82.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 78.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 74.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 66.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 64.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 64.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 63.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 57.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.2 0.0% 1 +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 48.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 47.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praesidium Investment Management Company, LLC CIK 0001320769 0.674 12 46.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 45.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 45.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 43.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 41.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 39.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 37.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 36.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Granahan Investment Management, LLC CIK 0001026710 0.275 150 36.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 35.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 29.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 27.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 27.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 26.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 24.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 24.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 20.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Creek Advisors LLC CIK 0001333709 0.134 64 19.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 0.228 92 18.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 14.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 13.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 13.1 0.0% 1 +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 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 11.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholas Investment Partners, LP CIK 0001389574 0.098 204 10.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.7 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 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sone Capital Management, LLC CIK 0002026215 0.034 108 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thematics Asset Management CIK 0001956031 0.494 125 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 4.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Oak Advisors, LLC CIK 0002009273 0.614 23 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.304 543 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.366 170 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORMSER FRERES GESTION CIK 0002051288 0.202 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 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
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 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 DSGX). Qtrs Held counts distinct quarters this fund has actually held DSGX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DSGX position size. Δ columns are the percentage-point change in DSGX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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