Signals

← Signals

☆DSI

717 in-universe funds with a nonzero position in DSI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1014
Score / z0.082 / 0.08
Consensus216.02 over 388 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 ▾
☆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 602.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 248.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 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 200.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 175.0 0.0% 5 -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 169.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 117.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 63.0 3.9% 5 -0.9 pp -1.1 pp -1.4 pp -1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 45.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 45.4 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.0 0.1% 5 +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 42.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 39.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 39.9 11.7% 4 +3.8 pp +8.3 pp +11.5 pp +11.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 31.5 0.5% 1 +0.5 pp -0.0 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 30.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 25.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 21.1 0.3% 7 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 20.8 0.4% 5 -0.0 pp -0.1 pp +0.4 pp -0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 19.9 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 18.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 18.3 2.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 15.9 0.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 13.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 12.9 2.1% 5 +0.1 pp -0.2 pp +0.0 pp -0.5 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 12.6 2.8% 3 -0.2 pp -0.4 pp +2.8 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 10.9 2.0% 5 +0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 10.1 0.3% 5 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 9.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.4 0.0% 5 +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 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 9.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 8.9 1.0% 4 -0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 8.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 8.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 8.1 1.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 7.8 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 7.8 1.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 7.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.1 0.1% 5 +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 6.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 6.4 1.3% 5 -0.2 pp -0.5 pp -0.8 pp -1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 5.9 4.1% 4 +0.2 pp -0.1 pp -0.1 pp +4.1 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 5.8 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Columbia Bank CIK 0002017259 0.353 165 5.7 1.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 5.2 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 5.2 0.9% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 5.0 3.3% 5 +2.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 5.0 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.9 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 4.9 2.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 4.8 2.1% 5 -0.1 pp -0.4 pp -0.2 pp -0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.6 0.7% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 4.4 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 4.4 1.9% 2 -1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 4.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 4.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.0 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 3.9 1.3% 1 +1.3 pp +0.9 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 3.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 3.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 3.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 3.5 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 3.5 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 3.3 2.1% 5 -0.1 pp -0.2 pp +0.3 pp -0.4 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 3.2 1.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 3.2 1.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 3.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 3.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 3.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 3.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 2.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 2.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 2.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 2.6 1.9% 5 -0.5 pp -0.4 pp -0.1 pp -0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.4 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.3 1.8% 6 +0.3 pp +0.0 pp +0.2 pp -0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 2.3 1.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 2.3 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.0 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.8 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆WHI TRUST Co LLC CIK 0002013902 0.796 59 1.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 1.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 1.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 1.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.6 0.7% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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☆Main Street Group, LTD CIK 0001965796 0.693 863 1.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆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
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.2 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp -0.2 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -1.5 pp -0.9 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
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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
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 DSI). Qtrs Held counts distinct quarters this fund has actually held DSI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DSI position size. Δ columns are the percentage-point change in DSI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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