Signals

← Signals

☆DUHP

506 in-universe funds with a nonzero position in DUHP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#148
Score / z1.272 / 1.80
Consensus197.82 over 341 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest+2% / 1.0d

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 1,703.4 2.6% 3 -0.1 pp -0.6 pp +2.6 pp +2.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 734.1 0.8% 4 -0.3 pp -0.6 pp -0.1 pp +0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 304.9 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 287.1 4.6% 3 +0.4 pp +0.6 pp +4.6 pp +4.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 125.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 118.2 0.5% 3 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 116.7 0.0% 3 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 113.1 3.4% 3 +0.0 pp +0.9 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 108.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 106.2 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 99.5 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 98.8 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 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 98.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 93.6 5.4% 3 -3.5 pp -4.0 pp +5.4 pp +5.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 88.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 83.4 4.6% 3 +0.6 pp +1.2 pp +4.6 pp +4.6 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 81.5 6.1% 3 -0.1 pp -0.1 pp +6.1 pp +6.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 77.9 5.4% 3 +0.4 pp +1.1 pp +5.4 pp +5.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 75.6 10.3% 3 -0.2 pp -2.8 pp +10.3 pp +10.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 73.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 69.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 69.2 7.7% 3 +0.0 pp -1.0 pp +7.7 pp +7.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 66.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 61.5 6.3% 3 -0.5 pp -0.4 pp +6.3 pp +6.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 60.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 57.9 7.7% 3 +0.0 pp +0.1 pp +7.7 pp +7.7 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 52.5 15.3% 1 +15.3 pp +10.8 pp +15.3 pp +15.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 51.2 3.3% 3 +0.3 pp +0.5 pp +3.3 pp +3.3 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 50.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 50.1 2.9% 3 -0.0 pp +0.6 pp +2.9 pp +2.9 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 49.4 10.9% 3 -0.6 pp -0.8 pp +10.9 pp +10.9 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 48.4 9.4% 3 -0.1 pp -0.3 pp +9.4 pp +9.4 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 48.2 12.3% 3 -0.1 pp -0.2 pp +12.3 pp +12.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 47.3 0.6% 3 -0.2 pp -0.5 pp +0.6 pp +0.6 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 46.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 46.4 5.0% 3 -0.1 pp -0.2 pp +5.0 pp +5.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 45.4 7.1% 3 +0.1 pp +0.2 pp +7.1 pp +7.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 43.0 2.5% 3 -0.3 pp -0.2 pp +2.5 pp +2.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 42.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 41.6 2.2% 3 +0.3 pp +0.6 pp +2.2 pp +2.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 41.0 5.8% 5 -0.1 pp -0.3 pp -0.8 pp -0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 41.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 40.0 9.1% 3 +0.0 pp +0.2 pp +9.1 pp +9.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 40.0 12.7% 3 +0.3 pp +0.6 pp +12.7 pp +12.7 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 39.5 0.8% 3 -0.1 pp -0.6 pp +0.8 pp +0.8 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 39.4 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 39.1 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 38.5 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 38.4 9.6% 3 -0.3 pp -0.3 pp +9.6 pp +9.6 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 37.5 14.7% 3 -0.2 pp +0.1 pp +14.7 pp +14.7 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 37.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 37.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 34.9 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 33.3 9.9% 3 -0.6 pp -0.7 pp +9.9 pp +9.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 32.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 31.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 29.2 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 29.1 13.4% 3 +0.5 pp +0.4 pp +13.4 pp +13.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 28.5 7.4% 3 -0.1 pp -0.1 pp +7.4 pp +7.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 27.9 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 27.3 6.4% 3 +2.3 pp -0.2 pp +6.4 pp +6.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 27.0 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 26.5 3.4% 3 -0.4 pp -0.6 pp +3.4 pp +3.4 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 26.4 7.7% 3 -0.4 pp -1.1 pp +7.7 pp +7.7 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 26.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 25.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.4 0.9% 4 -0.1 pp -0.2 pp +0.2 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 23.3 6.6% 2 +0.6 pp +6.6 pp +6.6 pp +6.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.1 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆WPWealth LLP CIK 0001950118 0.866 103 23.1 3.6% 3 +0.4 pp +1.0 pp +3.6 pp +3.6 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 22.9 3.3% 3 -0.0 pp +0.2 pp +3.3 pp +3.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 21.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 21.2 11.2% 2 -1.3 pp +11.2 pp +11.2 pp +11.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 21.1 7.6% 3 -0.8 pp -0.8 pp +7.6 pp +7.6 pp
☆Kooman & Associates CIK 0001961850 0.724 56 21.0 6.2% 3 +0.1 pp +0.2 pp +6.2 pp +6.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 20.6 12.5% 3 -0.3 pp -0.3 pp +12.5 pp +12.5 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 20.4 4.9% 3 -0.0 pp -0.0 pp +4.9 pp +4.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 20.4 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Premier Financial Group CIK 0001989061 0.418 234 20.0 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.9 0.6% 3 -0.6 pp -0.6 pp +0.6 pp +0.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 19.8 2.3% 3 +1.1 pp +1.4 pp +2.3 pp +2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 19.0 7.5% 3 +0.3 pp +0.1 pp +7.5 pp +7.5 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 18.6 6.4% 3 -0.1 pp -0.1 pp +6.4 pp +6.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 18.6 4.9% 3 +0.0 pp +0.2 pp +4.9 pp +4.9 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 18.1 11.0% 3 -0.1 pp -1.2 pp +11.0 pp +11.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 17.6 6.8% 3 +0.0 pp +0.8 pp +6.8 pp +6.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 17.2 6.7% 3 -0.1 pp -0.1 pp +6.7 pp +6.7 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 17.0 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 16.8 4.0% 3 -0.2 pp -0.3 pp +4.0 pp +4.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 16.7 6.3% 3 -0.6 pp -0.4 pp +6.3 pp +6.3 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 15.7 2.4% 3 -0.1 pp -0.8 pp +2.4 pp +2.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.5 4.5% 3 -0.1 pp -0.0 pp +4.5 pp +4.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 15.4 4.1% 3 -0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 15.3 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 15.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 15.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 15.0 6.6% 3 +0.3 pp +0.1 pp +6.6 pp +6.6 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 15.0 5.2% 3 -1.0 pp -1.2 pp +5.2 pp +5.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 14.9 9.8% 3 +0.9 pp +0.5 pp +9.8 pp +9.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.2 2.3% 3 -0.2 pp +0.1 pp +2.3 pp +2.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 14.2 6.7% 4 -0.2 pp -0.5 pp -0.4 pp +6.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 13.6 0.4% 3 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 13.5 8.3% 2 +0.0 pp +8.3 pp +8.3 pp +8.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 13.3 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆25 LLC CIK 0001968777 0.795 80 13.3 4.2% 3 +3.9 pp +4.0 pp +4.2 pp +4.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 12.8 4.9% 3 -0.1 pp -0.0 pp +4.9 pp +4.9 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 12.6 4.6% 3 +0.4 pp +1.2 pp +4.6 pp +4.6 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 12.5 5.4% 3 +0.2 pp +0.1 pp +5.4 pp +5.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 12.4 6.7% 3 -0.2 pp +0.3 pp +6.7 pp +6.7 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 12.3 3.7% 3 -0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 12.2 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 11.4 0.8% 1 +0.8 pp +0.2 pp +0.8 pp +0.8 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 11.2 2.1% 3 +1.5 pp +1.9 pp +2.1 pp +2.1 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 10.8 7.0% 4 -0.3 pp -0.3 pp -0.4 pp +7.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 10.8 2.5% 3 -1.8 pp -1.9 pp +2.5 pp +2.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 10.7 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 10.5 1.1% 3 -1.3 pp -2.4 pp +1.1 pp +1.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 10.4 1.6% 5 -0.2 pp -0.6 pp -0.7 pp -0.5 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 10.3 3.9% 3 +0.3 pp +0.4 pp +3.9 pp +3.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 10.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 10.1 3.7% 3 -0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.1 4.4% 3 -0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 10.1 4.3% 4 -0.0 pp -0.2 pp +0.1 pp +4.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.7 3.5% 3 -0.2 pp -0.2 pp +3.5 pp +3.5 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 9.5 2.8% 3 -0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 9.4 4.9% 3 -0.2 pp -0.3 pp +4.9 pp +4.9 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 9.3 3.5% 3 +0.0 pp -0.2 pp +3.5 pp +3.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 9.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 8.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 8.8 6.0% 3 +0.2 pp -0.2 pp +6.0 pp +6.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 8.7 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 8.5 4.5% 3 -0.0 pp -0.1 pp +4.5 pp +4.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 8.2 2.3% 3 -0.1 pp -0.4 pp +2.3 pp +2.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 5.8 3.6% 3 -0.1 pp -0.0 pp +3.6 pp +3.6 pp
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☆TABLEAUX LLC CIK 0002060663 0.396 120 5.5 3.8% 1 +3.8 pp +3.8 pp -0.5 pp +3.8 pp
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☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 4.6 3.2% 3 +0.3 pp +0.6 pp +3.2 pp +3.2 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 4.4 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 4.4 3.5% 3 +0.7 pp +1.2 pp +3.5 pp +3.5 pp
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☆PFG Advisors CIK 0001694435 0.248 791 3.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -8.1 pp -8.1 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 +0.0 pp -1.4 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -5.5 pp -5.5 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 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
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 -0.7 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 +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -8.5 pp -8.8 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -3.8 pp -4.1 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -6.3 pp -6.3 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -4.1 pp -3.8 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -9.5 pp -4.3 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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