Signals

← Signals

☆DVY

1262 in-universe funds with a nonzero position in DVY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1157
Score / z0.051 / 0.05
Consensus434.03 over 843 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 1,041.3 0.1% 2 -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 836.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 499.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 498.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 410.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 406.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 242.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 225.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 214.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 202.5 0.0% 1 +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 154.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 151.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 142.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 139.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 134.3 2.0% 1 +2.0 pp +2.0 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 100.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 90.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 87.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 63.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 60.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 58.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 55.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 45.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 40.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 39.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 38.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 38.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 37.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.4 0.0% 1 +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 35.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 33.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 30.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 30.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 27.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 26.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 26.0 6.8% 2 -0.9 pp +6.8 pp +6.8 pp +6.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 25.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 23.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 22.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 22.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 19.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 19.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 16.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 16.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 14.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 14.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 14.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 13.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 12.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 11.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 10.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 9.8 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 9.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 9.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 8.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 8.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 8.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 8.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 7.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 7.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 7.7 3.0% 3 -0.2 pp -0.1 pp +3.0 pp +3.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 7.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lee Financial Co CIK 0001391166 0.828 162 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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 DVY). Qtrs Held counts distinct quarters this fund has actually held DVY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DVY position size. Δ columns are the percentage-point change in DVY'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