Signals

DVY

1578 in-universe funds with a nonzero position in DVY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22794
Score / z-0.179 / -0.18
Consensus501.02 over 955 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)
Fund Positions
Quarters Held

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 1,221.3 0.1% 5 +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 987.0 0.1% 6 +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 576.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 531.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 470.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 415.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 271.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 243.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 225.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 179.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 176.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 167.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 166.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 153.1 2.5% 4 +0.7 pp +0.6 pp +0.5 pp +2.5 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 116.4 0.0% 4 +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 104.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 99.0 8.7% 4 +0.7 pp +0.1 pp +1.8 pp +8.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 97.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 89.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 83.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 81.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 76.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 70.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 59.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 50.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 49.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 48.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 47.5 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 45.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 42.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 42.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 39.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
Moment Partners, LLC CIK 0002055889 0.716 101 39.2 7.0% 4 -0.5 pp +0.7 pp +0.7 pp +7.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 36.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 34.9 2.1% 4 +0.1 pp +0.1 pp -0.1 pp +2.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 33.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 29.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 28.7 5.0% 4 +0.3 pp +0.1 pp -0.1 pp +5.0 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 27.9 0.8% 4 -1.4 pp +0.5 pp +0.5 pp +0.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 27.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 25.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 22.9 4.9% 4 +0.5 pp +0.3 pp +0.4 pp +4.9 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 21.9 1.0% 4 -0.1 pp +0.1 pp +0.2 pp +1.0 pp
&PARTNERS CIK 0000107136 0.806 2509 21.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 21.5 7.7% 4 -0.8 pp -3.1 pp -2.3 pp +7.7 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 20.9 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 20.8 3.8% 4 +1.9 pp +1.8 pp +1.7 pp +3.8 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 20.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 20.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 20.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 19.4 11.6% 4 -0.1 pp +3.3 pp +3.4 pp +11.6 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.9 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 18.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 18.2 3.8% 4 +0.3 pp +0.2 pp +0.4 pp +3.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 17.4 2.7% 4 +0.3 pp +0.2 pp +0.3 pp +2.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 16.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
KWMG, LLC CIK 0001633024 0.515 153 16.5 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 16.1 1.8% 4 +0.2 pp +0.1 pp +0.0 pp +1.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 15.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 15.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 14.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Powell Investment Advisors, LLC CIK 0001802195 0.602 167 14.9 5.1% 4 +0.4 pp +0.4 pp +0.4 pp +5.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 14.0 1.5% 4 +0.2 pp +0.1 pp +0.1 pp +1.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 12.5 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 12.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 12.0 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 11.4 3.7% 4 +0.8 pp +0.9 pp +0.9 pp +3.7 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 11.2 2.5% 4 +0.5 pp +0.5 pp +0.6 pp +2.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 11.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 10.7 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
PayPay Securities Corp CIK 0001908623 0.257 302 9.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 9.6 1.8% 4 +0.3 pp +0.3 pp +0.1 pp +1.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.5 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 9.4 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 9.3 2.3% 4 +0.2 pp +0.1 pp +0.1 pp +2.3 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 9.3 1.5% 4 -1.2 pp -1.1 pp -1.0 pp +1.5 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 9.1 3.1% 6 +0.3 pp +0.2 pp +0.2 pp -0.1 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 8.9 2.4% 4 -0.2 pp -0.3 pp -0.4 pp +2.4 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.6 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 8.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 8.2 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
BOKF, NA CIK 0000009634 0.752 1160 8.2 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 8.0 1.6% 4 -0.7 pp -0.6 pp -0.4 pp +1.6 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 8.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 7.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lee Financial Co CIK 0001391166 0.828 162 7.6 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 7.5 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 7.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 7.0 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.9 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 6.6 2.6% 4 +0.2 pp +0.6 pp +0.4 pp +2.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 6.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.5 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 6.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 6.3 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Rathbones Group PLC CIK 0001351991 0.902 665 6.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 6.0 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 5.9 2.9% 4 +0.2 pp +0.1 pp +0.1 pp +2.9 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 5.9 5.2% 4 +1.2 pp +0.9 pp +0.9 pp +5.2 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.8 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 5.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 5.5 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 5.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 5.3 1.5% 3 -0.2 pp +0.2 pp +1.5 pp +1.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.2 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 5.2 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
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KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 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 -0.0 pp -0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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 -0.1 pp -0.1 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
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 -0.1 pp -0.1 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
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.2 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
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.2 pp +0.0 pp -0.9 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.9 pp -1.0 pp -1.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 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 -0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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 (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