Signals

← Signals

☆DUSB

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

Flow ranking

Rank#22608
Score / z-0.083 / -0.10
Consensus86.39 over 136 funds
Momentumno 12m return

Price & positioning

227 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 84 180.2 18.3% 4 +0.6 pp +1.9 pp +1.8 pp +18.3 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 80.9 27.2% 4 +0.0 pp -4.6 pp -4.6 pp +27.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 76.8 3.6% 4 +0.2 pp +0.6 pp +0.6 pp +3.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 58.9 1.2% 3 +0.0 pp +0.6 pp +1.2 pp +1.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 41.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 37.4 4.6% 4 +0.4 pp +0.4 pp +1.2 pp +4.6 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 30.8 4.6% 4 +0.4 pp +0.2 pp -0.2 pp +4.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 28.8 3.1% 4 -0.0 pp +0.5 pp +0.7 pp +3.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 26.1 1.9% 4 +0.4 pp +0.5 pp +0.8 pp +1.9 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 25.1 6.9% 3 +0.1 pp -0.4 pp +6.9 pp +6.9 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 24.5 9.9% 4 +2.2 pp +1.9 pp +1.7 pp +9.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 20.8 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 20.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 19.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 18.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 17.3 10.1% 4 +0.2 pp +1.1 pp +2.3 pp +10.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 16.6 2.6% 4 -0.1 pp -1.3 pp -3.0 pp +2.6 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 13.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 12.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 11.7 5.2% 4 +0.2 pp +0.9 pp +0.9 pp +5.2 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 11.6 4.1% 4 -1.2 pp -0.1 pp -0.6 pp +4.1 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 11.5 4.8% 4 +0.4 pp +1.0 pp +1.0 pp +4.8 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 11.5 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 10.7 5.8% 4 -0.6 pp +0.2 pp +1.4 pp +5.8 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 10.0 8.5% 4 +0.3 pp +0.3 pp +0.0 pp +8.5 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 9.4 3.3% 4 +0.3 pp +0.9 pp +1.4 pp +3.3 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 9.4 3.8% 2 +0.5 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 8.1 2.8% 4 -0.3 pp -1.1 pp -0.9 pp +2.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 7.7 2.0% 4 -0.1 pp -0.1 pp +0.1 pp +2.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 7.5 1.8% 3 -0.4 pp -0.3 pp +1.8 pp +1.8 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 7.4 1.4% 4 -0.1 pp -0.0 pp +0.1 pp +1.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 7.4 2.9% 4 -0.1 pp -0.1 pp -0.0 pp +2.9 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 7.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 7.1 1.5% 4 -0.0 pp -0.0 pp +0.0 pp +1.5 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 7.1 6.2% 2 -0.5 pp +6.2 pp +6.2 pp +6.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 6.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 5.8 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.5 0.9% 4 -0.6 pp -0.9 pp -1.2 pp +0.9 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.5 1.3% 4 -0.0 pp -0.2 pp -0.9 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.8 1.4% 4 +0.4 pp +0.5 pp +1.1 pp +1.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.7 0.5% 4 -0.2 pp -0.4 pp -0.1 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.6 0.9% 4 -0.3 pp -0.4 pp -0.4 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 4.2 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 4.2 1.9% 4 +0.0 pp -0.2 pp -0.0 pp +1.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 4.1 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 3.8 2.2% 4 +0.6 pp +0.8 pp +0.7 pp +2.2 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 3.8 2.2% 3 +0.5 pp +0.2 pp +2.2 pp +2.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 3.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 3.7 1.0% 3 -0.2 pp +0.8 pp +1.0 pp +1.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 3.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.3 0.1% 4 -0.2 pp -0.1 pp -0.2 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 3.3 1.5% 4 +0.1 pp -0.7 pp +1.2 pp +1.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 3.2 1.3% 4 +0.1 pp -0.0 pp +0.0 pp +1.3 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 3.0 1.2% 4 -0.6 pp -0.6 pp -0.9 pp +1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 2.4 0.7% 4 +0.4 pp +0.3 pp +0.3 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 2.1 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 2.0 1.5% 3 -0.2 pp -0.1 pp +1.5 pp +1.5 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.0 0.7% 4 -0.4 pp -1.0 pp -1.5 pp +0.7 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.9 0.7% 3 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.8 0.5% 4 +0.2 pp +0.2 pp +0.0 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.7 0.9% 3 +0.0 pp +0.7 pp +0.9 pp +0.9 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.5 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.5 0.5% 4 -0.0 pp -0.3 pp -0.4 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.5 0.2% 4 -0.1 pp -0.4 pp -0.4 pp +0.2 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.4 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.4 0.0% 4 -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% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Family CFO Inc CIK 0001911695 0.752 47 1.4 0.6% 4 -0.3 pp +0.0 pp +0.2 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 1.2 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 1.1 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.1 0.5% 6 -0.1 pp +0.2 pp -0.1 pp -0.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 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 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.7 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.7 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 0.7 0.2% 4 -0.1 pp -3.0 pp -3.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.6 0.3% 1 +0.3 pp +0.3 pp -0.5 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 3 -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% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.5 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.4 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 4 -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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +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
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 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 0.0 0.0% 3 -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
☆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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp -0.2 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
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 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
☆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
☆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
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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 +0.0 pp -0.1 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
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -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 0.0 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 -0.6 pp -1.0 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
☆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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 +0.0 pp -1.0 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
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 -0.1 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 (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