Signals

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☆DYFI

26 in-universe funds with a nonzero position in DYFI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16585
Score / z0.000 / -0.02
Consensus4.56 over 11 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 ▾
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 20.5 2.5% 4 -0.3 pp -0.1 pp -0.0 pp +2.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 11.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.2 0.5% 4 -0.1 pp -0.1 pp +0.4 pp +0.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.2 0.7% 4 -0.2 pp -0.2 pp +0.5 pp +0.7 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 5.8 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.9 1.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.9 1.0% 5 -0.2 pp -0.2 pp -0.7 pp -1.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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
☆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
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 DYFI). Qtrs Held counts distinct quarters this fund has actually held DYFI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DYFI position size. Δ columns are the percentage-point change in DYFI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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