Signals

← Signals

☆RDVI

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

Flow ranking

Rank#1492
Score / z0.016 / -0.01
Consensus98.25 over 214 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 289.7 0.1% 4 +0.0 pp +0.0 pp +0.0 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 96.1 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 90.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 29.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 21.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 19.5 0.6% 1 +0.6 pp +0.6 pp -0.2 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 17.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.3 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 17.2 4.5% 4 -0.2 pp +0.3 pp +0.7 pp +4.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 16.0 7.2% 4 -0.1 pp +0.1 pp -0.2 pp +7.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 13.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 12.9 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 12.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 12.0 8.4% 4 +2.9 pp +3.2 pp +1.4 pp +8.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 11.4 3.1% 4 -0.1 pp +0.0 pp +0.2 pp +3.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 11.0 4.0% 4 -0.1 pp -0.0 pp +0.0 pp +4.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 10.1 1.4% 4 +0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 9.8 2.3% 4 -0.5 pp -0.8 pp -0.6 pp +2.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 9.2 3.5% 4 -3.1 pp -2.8 pp -1.6 pp +3.5 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 8.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 8.4 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.2 0.3% 4 -0.1 pp -0.3 pp -0.5 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 7.8 4.5% 4 -0.6 pp -0.6 pp -0.6 pp +4.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.4 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.0 0.9% 4 -0.4 pp -0.5 pp +0.0 pp +0.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 4.7 3.4% 2 +0.2 pp +3.4 pp +2.0 pp +3.4 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.7 1.7% 4 +1.0 pp +1.0 pp +1.0 pp +1.7 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.6 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 4.4 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 4.3 1.7% 4 +0.0 pp +0.2 pp +0.3 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.3 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.0 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 3.9 2.5% 4 +0.3 pp +0.3 pp +0.7 pp +2.5 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.8 2.0% 4 -0.5 pp -0.2 pp +0.2 pp +2.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 3.8 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.9% 6 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 3.3 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.6 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.4 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.4 1.8% 4 +0.8 pp +1.1 pp +1.2 pp +1.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.1 0.3% 4 -0.0 pp -0.0 pp -0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.8 1.4% 4 -0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.8 0.5% 4 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.8 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.8 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 1.6 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.6 0.8% 4 +0.3 pp +0.4 pp +0.4 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.3 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.2 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 1.2 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.2 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.1 0.4% 4 +0.1 pp -0.0 pp -0.2 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.0 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.9 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.5 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.1 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
☆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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 RDVI). Qtrs Held counts distinct quarters this fund has actually held RDVI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RDVI position size. Δ columns are the percentage-point change in RDVI'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