Signals

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☆DUBS

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

Flow ranking

Rank#15351
Score / z0.000 / -0.02
Consensus15.98 over 31 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
–
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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 137.3 1.2% 4 +0.2 pp +0.3 pp +0.2 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 92.2 0.7% 4 -0.2 pp -0.0 pp +0.0 pp +0.7 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 19.9 3.8% 4 +1.3 pp +1.4 pp +1.4 pp +3.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 17.3 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 16.5 3.3% 4 +1.7 pp +1.8 pp +1.9 pp +3.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 7.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.5 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 5.1 2.1% 4 -0.1 pp -0.2 pp -0.5 pp +2.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.8 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 2.7 1.9% 4 +0.9 pp +0.8 pp +0.8 pp +1.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.2 1.0% 4 -0.0 pp -0.0 pp +0.1 pp +1.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.9 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.6 1.4% 4 +0.0 pp +0.5 pp +0.5 pp +1.4 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.5 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 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
☆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
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 DUBS). Qtrs Held counts distinct quarters this fund has actually held DUBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DUBS position size. Δ columns are the percentage-point change in DUBS'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