Signals

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☆DUSB

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

Flow ranking

Rank#23768
Score / z-0.481 / -0.63
Consensus55.72 over 89 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 ▾
☆Planning Center, Inc. CIK 0001910966 0.907 84 148.7 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 57.4 31.9% 1 +31.9 pp +31.9 pp +31.9 pp +31.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 34.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 30.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 28.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 21.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 20.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 16.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 14.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 11.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 11.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 10.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 9.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 9.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 8.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 8.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 7.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 7.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 6.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 6.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 6.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.4 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 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.2 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 1.2 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 -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 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -0.3 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 DUSB). Qtrs Held counts distinct quarters this fund has actually held DUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DUSB position size. Δ columns are the percentage-point change in DUSB'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