Signals

DSGX

385 in-universe funds with a nonzero position in DSGX within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#17354
Score / z0.000 / -0.00
Consensus123.71 over 212 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

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 332.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 312.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 280.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 248.3 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 233.9 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 213.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 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 158.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 148.1 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 138.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 114.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 111.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 94.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 94.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 91.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 89.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 83.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 79.7 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 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 75.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 66.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 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 60.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 55.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
FIL Ltd CIK 0000318989 0.878 1140 53.7 0.0% 2 +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 47.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 46.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 44.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 41.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 40.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 40.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 39.2 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 39.1 5.2% 2 +0.7 pp +5.2 pp +5.2 pp +5.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 38.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 37.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 35.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 35.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.597 271 35.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 34.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 32.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 32.0 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 30.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praesidium Investment Management Company, LLC CIK 0001320769 0.674 12 23.7 4.6% 2 -3.6 pp +4.6 pp +4.6 pp +4.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 22.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 22.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 21.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 20.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 20.3 0.8% 2 -0.6 pp +0.8 pp +0.8 pp +0.8 pp
Ophir Asset Management Pty Ltd CIK 0001844640 0.174 36 19.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 18.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 18.2 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 0.228 92 17.4 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 16.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 16.5 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.5 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 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 13.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.763 80 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 11.5 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 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 10.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 10.6 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pembroke Management, LTD CIK 0001063497 0.302 100 9.3 0.9% 2 -0.7 pp +0.9 pp +0.9 pp +0.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 6.5 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 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 5.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 5.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 4.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thematics Asset Management CIK 0001956031 0.494 125 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 4.5 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.4 0.0% 2 -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% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 3.8 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 3.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 2.8 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 2.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Peaks Capital, LP CIK 0001906602 0.373 20 2.4 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEORGE KAISER FAMILY FOUNDATION CIK 0001265376 0.904 105 1.8 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 -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% 4 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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% 2 -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% 2 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 0.0 0.0% 0 -0.2 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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -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
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 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
SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 -0.1 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
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.1 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
Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 0.0% 0 -1.7 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
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Investors, Inc CIK 0001824539 0.278 88 0.0 0.0% 0 -0.4 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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