Signals

← Signals

☆DUHP

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

Flow ranking

Rank#181
Score / z1.288 / 1.15
Consensus235.63 over 400 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 1,791.3 2.7% 4 +0.1 pp -0.0 pp -0.6 pp +2.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 766.4 0.9% 5 +0.0 pp -0.3 pp -0.5 pp -0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 311.0 4.4% 4 +0.4 pp +0.5 pp +0.5 pp +4.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 287.7 4.1% 4 -0.5 pp -0.0 pp +0.1 pp +4.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 164.2 0.7% 4 +0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 153.3 2.3% 4 +0.3 pp +0.4 pp +0.4 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 138.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 134.4 0.0% 4 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 121.3 1.2% 4 -0.1 pp +0.2 pp +0.1 pp +1.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 113.0 3.4% 4 -0.1 pp -0.0 pp +0.8 pp +3.4 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 108.8 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 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 100.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 99.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 96.7 2.5% 4 -0.1 pp -0.2 pp -0.2 pp +2.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 92.5 4.9% 4 +0.3 pp +0.9 pp +1.5 pp +4.9 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 90.3 4.9% 4 -0.4 pp -4.0 pp -4.5 pp +4.9 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 82.3 6.0% 4 -0.1 pp -0.1 pp -0.2 pp +6.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 78.6 5.3% 4 -0.0 pp +0.4 pp +1.1 pp +5.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 77.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 74.9 9.3% 4 -1.0 pp -1.2 pp -3.8 pp +9.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 73.1 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 69.3 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 65.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 60.7 6.2% 4 -0.1 pp -0.7 pp -0.6 pp +6.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 55.8 7.1% 4 -0.6 pp -0.5 pp -0.5 pp +7.1 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 52.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 48.6 2.2% 4 +0.1 pp +0.4 pp +0.7 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 48.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 48.2 8.5% 4 -0.9 pp -1.0 pp -1.2 pp +8.5 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 48.2 11.4% 4 +0.5 pp -0.2 pp -0.3 pp +11.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 48.2 0.5% 4 -0.1 pp -0.3 pp -0.6 pp +0.5 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 47.4 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 45.9 3.3% 4 +0.0 pp +0.3 pp +0.5 pp +3.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 45.2 12.5% 4 +0.2 pp +0.1 pp -0.0 pp +12.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 45.0 4.9% 4 -0.2 pp -0.3 pp -0.4 pp +4.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 44.1 9.3% 4 +0.2 pp +0.2 pp +0.3 pp +9.3 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 44.1 11.9% 4 +2.0 pp +1.5 pp +1.3 pp +11.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 43.7 6.9% 4 -0.2 pp -0.1 pp +0.1 pp +6.9 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 43.6 12.9% 2 -2.3 pp +12.9 pp +8.4 pp +12.9 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 43.1 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 43.1 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 42.8 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 42.1 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 40.9 5.6% 6 -0.2 pp -0.3 pp -0.6 pp -1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 40.3 0.6% 4 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 39.8 9.2% 4 -0.4 pp -0.7 pp -0.7 pp +9.2 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 39.7 1.4% 4 +0.0 pp +0.1 pp +0.3 pp +1.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 39.1 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 38.6 2.3% 4 +0.0 pp +0.1 pp +0.2 pp +2.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 37.3 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 35.9 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 33.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 30.3 13.3% 4 -0.1 pp +0.4 pp +0.3 pp +13.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 28.9 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 28.6 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 28.5 7.1% 4 -0.3 pp -0.4 pp -0.4 pp +7.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 28.3 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 28.0 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 27.7 6.3% 4 -0.1 pp +2.2 pp -0.2 pp +6.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 26.9 1.3% 4 +0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 26.5 7.4% 4 -0.4 pp -0.8 pp -1.5 pp +7.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 26.4 2.8% 4 +0.7 pp +2.3 pp +2.6 pp +2.8 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 26.3 1.9% 4 -0.6 pp -0.9 pp -0.8 pp +1.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 25.8 3.2% 4 -0.2 pp -0.6 pp -0.8 pp +3.2 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 25.3 2.9% 4 -4.9 pp -4.8 pp -5.8 pp +2.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 24.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 24.7 3.5% 4 +0.2 pp +0.2 pp +0.4 pp +3.5 pp
☆WPWealth LLP CIK 0001950118 0.866 103 24.7 3.8% 4 +0.2 pp +0.6 pp +1.2 pp +3.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 23.8 6.5% 3 -0.1 pp +0.5 pp +6.5 pp +6.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.6 0.9% 5 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.3 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 23.3 2.5% 4 +0.2 pp +1.3 pp +1.6 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 21.5 7.3% 4 -0.3 pp -1.1 pp -1.1 pp +7.3 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 21.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 21.3 1.4% 4 -0.0 pp +0.0 pp +0.1 pp +1.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 20.8 6.2% 4 -0.0 pp +0.0 pp +0.2 pp +6.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 20.8 11.8% 4 -0.6 pp -0.9 pp -0.9 pp +11.8 pp
☆Premier Financial Group CIK 0001989061 0.565 44 20.3 3.5% 3 -1.8 pp -1.7 pp +3.5 pp +3.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 20.2 0.6% 4 +0.0 pp -0.6 pp -0.6 pp +0.6 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 20.1 4.9% 4 -0.1 pp -0.1 pp -0.1 pp +4.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 19.8 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 19.8 10.9% 3 -0.3 pp -1.7 pp +10.9 pp +10.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 19.4 6.2% 4 -0.2 pp -0.3 pp -0.3 pp +6.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 18.7 6.5% 4 -1.0 pp -0.6 pp -0.8 pp +6.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 18.4 4.9% 4 -0.0 pp +0.0 pp +0.2 pp +4.9 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 18.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 18.2 9.9% 4 -1.1 pp -1.2 pp -2.3 pp +9.9 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 17.4 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 17.3 6.6% 4 -0.1 pp -0.1 pp +0.6 pp +6.6 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 17.3 6.6% 4 -0.1 pp -0.2 pp -0.2 pp +6.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 17.0 6.1% 4 -0.2 pp -0.8 pp -0.6 pp +6.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 16.8 4.0% 4 +0.0 pp -0.2 pp -0.2 pp +4.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 16.5 3.0% 4 +0.1 pp +0.2 pp +0.3 pp +3.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 16.3 9.3% 4 -0.5 pp +0.4 pp +0.0 pp +9.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 16.0 0.4% 4 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.7 4.5% 4 -0.0 pp -0.1 pp -0.0 pp +4.5 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 15.5 6.5% 4 -0.1 pp +0.1 pp -0.0 pp +6.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 15.4 3.9% 4 -0.1 pp -0.2 pp -0.1 pp +3.9 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 14.9 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 14.9 1.9% 4 -0.7 pp -0.7 pp -0.7 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.5 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 14.3 6.1% 5 -0.6 pp -0.8 pp -1.1 pp -1.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 14.2 8.4% 3 +0.0 pp +0.0 pp +8.4 pp +8.4 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.2 2.3% 4 +0.0 pp -0.2 pp +0.1 pp +2.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 13.9 4.9% 4 +0.3 pp +0.8 pp +1.5 pp +4.9 pp
☆25 LLC CIK 0001968777 0.795 80 13.7 4.2% 4 +0.0 pp +3.9 pp +4.0 pp +4.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 13.3 2.3% 4 +0.1 pp +0.3 pp +0.4 pp +2.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 13.2 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 13.1 6.8% 4 +0.1 pp -0.1 pp +0.4 pp +6.8 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 13.1 1.9% 4 -0.5 pp -0.5 pp -1.2 pp +1.9 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 12.9 4.8% 4 -0.1 pp -0.2 pp -0.1 pp +4.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 12.5 5.4% 4 -0.1 pp +0.1 pp +0.1 pp +5.4 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 12.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 12.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 12.2 4.1% 4 +0.2 pp +0.5 pp +0.6 pp +4.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 12.1 3.6% 4 -0.1 pp -0.1 pp -0.1 pp +3.6 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 11.9 4.0% 4 -1.3 pp -2.2 pp -2.4 pp +4.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 11.7 0.8% 2 -0.0 pp +0.8 pp +0.2 pp +0.8 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 11.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 11.0 3.8% 4 +0.2 pp +0.0 pp +0.0 pp +3.8 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 10.7 2.3% 4 -0.2 pp -2.0 pp -2.1 pp +2.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 10.5 6.8% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 10.5 1.6% 6 +0.0 pp -0.2 pp -0.6 pp -0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 10.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 10.3 1.2% 4 +0.0 pp +0.0 pp +0.3 pp +1.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 10.0 3.7% 4 +0.1 pp +0.0 pp +0.1 pp +3.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 10.0 4.7% 4 -0.2 pp -0.4 pp -0.5 pp +4.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 9.5 4.9% 4 +0.6 pp +0.5 pp +0.3 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 9.4 2.7% 4 -0.1 pp -0.1 pp -0.1 pp +2.7 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 9.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 9.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -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
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -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
☆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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 4 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 4 -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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 4 -0.0 pp -0.0 pp -3.8 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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% 1 +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
☆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
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -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 +0.0 pp +0.0 pp +0.0 pp -1.6 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -4.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆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
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -4.1 pp -3.8 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
☆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
☆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
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -6.3 pp -6.3 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -14.7 pp -14.9 pp -14.5 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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 -0.1 pp -0.1 pp -0.1 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
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -4.3 pp -4.3 pp -4.4 pp -4.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -5.5 pp -5.5 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.0 0.0% 0 -0.1 pp +0.0 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 -0.0 pp -0.1 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
☆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
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -12.7 pp -12.4 pp -12.1 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -2.9 pp -2.9 pp -2.2 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
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -8.5 pp -8.8 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -8.1 pp -8.1 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -9.5 pp -4.3 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
☆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
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 (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