Signals

← Signals

☆DUSB

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

Flow ranking

Rank#169
Score / z1.124 / 1.59
Consensus68.66 over 109 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-87% / 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 ▾
☆Planning Center, Inc. CIK 0001910966 0.907 84 173.1 17.7% 3 +1.3 pp +1.2 pp +17.7 pp +17.7 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 80.9 27.2% 3 -4.7 pp -4.6 pp +27.2 pp +27.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 65.1 3.4% 3 +0.4 pp +0.4 pp +3.4 pp +3.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 58.9 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 32.6 4.1% 3 -0.1 pp +0.8 pp +4.1 pp +4.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 28.7 3.1% 3 +0.5 pp +0.7 pp +3.1 pp +3.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 27.3 4.2% 3 -0.2 pp -0.7 pp +4.2 pp +4.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.6 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 23.9 6.8% 2 -0.5 pp +6.8 pp +6.8 pp +6.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 23.0 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 21.0 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 17.8 2.8% 3 -1.2 pp -2.8 pp +2.8 pp +2.8 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 17.7 7.7% 3 -0.4 pp -0.5 pp +7.7 pp +7.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 16.4 9.9% 3 +0.9 pp +2.1 pp +9.9 pp +9.9 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 14.2 5.3% 3 +1.1 pp +0.6 pp +5.3 pp +5.3 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 11.5 6.5% 3 +0.8 pp +2.1 pp +6.5 pp +6.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 11.2 5.0% 3 +0.7 pp +0.7 pp +5.0 pp +5.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 10.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 10.4 4.4% 3 +0.6 pp +0.6 pp +4.4 pp +4.4 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 9.7 8.3% 3 +0.0 pp -0.2 pp +8.3 pp +8.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.0 1.6% 3 -0.3 pp -0.5 pp +1.6 pp +1.6 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.9 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 8.7 3.2% 3 -0.8 pp -0.6 pp +3.2 pp +3.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 7.9 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 7.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 7.9 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 7.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 7.5 3.1% 3 +0.6 pp +1.1 pp +3.1 pp +3.1 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 7.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 7.1 3.0% 3 +0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 6.7 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.7 1.4% 3 -0.2 pp -0.9 pp +1.4 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.4 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 5.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 4.6 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.6 0.7% 3 -0.2 pp +0.0 pp +0.7 pp +0.7 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 4.4 1.8% 3 -0.0 pp -0.3 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 4.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 4.0 1.9% 3 -0.2 pp -0.0 pp +1.9 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 3.6 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 3.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.3 1.0% 3 +0.1 pp +0.7 pp +1.0 pp +1.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 3.2 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 3.0 1.2% 3 -0.6 pp -1.1 pp +1.2 pp +1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.8 1.4% 3 -0.8 pp +1.0 pp +1.4 pp +1.4 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 2.7 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.6 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 2.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 2.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 2.0 1.0% 5 +0.2 pp -0.2 pp -1.7 pp +0.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 2.0 0.9% 3 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.7 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.7 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.5 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.4 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.3 0.5% 5 +0.3 pp -0.0 pp -0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.0 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.9 0.3% 3 -2.9 pp -3.0 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.4 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.4 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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 2 +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% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 2 -0.0 pp +0.0 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 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 -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.6 pp -1.0 pp +0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp -0.2 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
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 (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