Signals

DXJ

342 in-universe funds with a nonzero position in DXJ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#882
Score / z0.094 / 0.14
Consensus104.32 over 192 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
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 285.5 0.0% 4 +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 168.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 120.5 38.3% 2 +15.0 pp +38.3 pp +38.3 pp +38.3 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 79.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 68.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 61.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 60.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 38.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Permanens Capital L.P. CIK 0001599637 0.387 100 37.4 5.6% 2 -1.8 pp +5.6 pp +5.6 pp +5.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.9 0.0% 2 +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 28.4 0.0% 2 +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 28.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 18.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
First International Bank & Trust CIK 0001910370 0.812 56 18.3 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 15.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 13.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 13.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 11.0 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 10.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 10.3 10.5% 2 +0.5 pp +10.5 pp +10.5 pp +10.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 7.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madrid Financial Services CIK 0002135336 0.540 26 7.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 6.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 6.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 6.0 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 6.0 2.7% 2 +1.5 pp +2.7 pp +2.7 pp +2.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 5.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.0 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 4.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 4.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 4.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 2 +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 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 2.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 2.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
S&CO INC CIK 0001082461 0.523 222 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 2.3 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Rathbones Group PLC CIK 0001351991 0.902 665 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
OneAscent Family Office, LLC CIK 0002055812 0.056 250 1.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 1.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 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
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
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
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 DXJ). Qtrs Held counts distinct quarters this fund has actually held DXJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DXJ position size. Δ columns are the percentage-point change in DXJ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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