Signals

← Signals

☆DTD

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

Flow ranking

Rank#22600
Score / z-0.079 / -0.09
Consensus90.71 over 147 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 130.0 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 105.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 77.8 0.0% 4 +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 32.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 25.5 11.4% 4 -0.1 pp -0.0 pp -1.8 pp +11.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 23.2 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 21.2 5.8% 4 -0.5 pp -0.8 pp -1.3 pp +5.8 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 20.3 0.6% 4 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.6 1.7% 4 -0.2 pp +0.1 pp +0.1 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 7.2 3.0% 4 +0.1 pp -2.5 pp -2.1 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.2 3.0% 4 -1.0 pp -1.0 pp -0.9 pp +3.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 4.8 2.6% 5 -0.4 pp -0.5 pp -0.9 pp -1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.389 184 2.9 1.0% 4 +0.0 pp -0.0 pp +0.3 pp +1.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 2.7 1.9% 4 +0.0 pp +0.0 pp -0.1 pp +1.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 4 -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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.8 0.2% 2 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.7 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 1.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.9 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 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 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.488 162 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.4 0.0% 6 +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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 0.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 4 +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 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 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 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 3 -0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.1 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 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 +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
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -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 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 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
☆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
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 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
☆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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 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 +0.0 pp -0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
☆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
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆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
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆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
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 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 DTD). Qtrs Held counts distinct quarters this fund has actually held DTD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DTD position size. Δ columns are the percentage-point change in DTD'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