Signals

← Signals

☆DUHP

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

Flow ranking

Rank#146
Score / z1.397 / 1.77
Consensus183.99 over 317 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,426.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,299.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 640.2 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 254.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 226.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 104.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 103.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 94.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 84.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 83.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 82.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 80.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 79.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 74.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 73.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 72.8 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 68.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 66.6 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 60.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 57.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 57.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 56.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 54.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 51.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 50.2 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 49.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 48.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 45.9 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 45.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 45.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 43.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 43.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 41.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 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 39.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 38.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 38.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 38.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 38.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 37.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 37.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 37.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 36.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 35.3 6.1% 3 -0.4 pp -0.5 pp +6.1 pp +6.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 34.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 32.9 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 32.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 32.3 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 32.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 30.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 29.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 29.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 29.3 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 27.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 26.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 26.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 25.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 25.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 25.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 25.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 24.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 24.4 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 21.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 20.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 19.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 19.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 19.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 18.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 18.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 18.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 18.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 17.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 17.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 17.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 17.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 17.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 16.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 16.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 16.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 16.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 15.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 15.8 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 15.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 15.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 15.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 15.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 14.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 14.6 7.9% 2 +0.5 pp +7.9 pp +7.9 pp +7.9 pp
☆WPWealth LLP CIK 0001950118 0.866 103 14.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 14.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 14.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 13.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 12.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 12.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 11.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 11.5 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 11.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 11.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 11.1 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 10.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 10.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 10.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 10.1 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 9.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 9.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 9.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 9.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 9.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 9.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 8.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 8.4 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 8.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 8.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 7.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 7.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 7.3 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 7.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 7.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 7.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 6.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 5.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 5.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 5.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 3.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -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
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 DUHP). Qtrs Held counts distinct quarters this fund has actually held DUHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DUHP position size. Δ columns are the percentage-point change in DUHP'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