Signals

← Signals

☆RDVI

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

Flow ranking

Rank#1486
Score / z0.011 / -0.00
Consensus114.40 over 241 funds
Momentumnot computed

Price & positioning

225 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 376.4 0.1% 5 +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 120.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 110.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 81.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 76.6 0.0% 5 +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 75.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 61.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 28.6 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 25.2 0.2% 2 -0.4 pp +0.2 pp +0.2 pp -0.6 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 25.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.0 0.3% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 20.9 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 20.2 3.8% 5 -0.7 pp -0.9 pp -0.4 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 18.5 7.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.2 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 17.9 8.8% 2 +1.3 pp +8.8 pp +8.8 pp +8.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 16.0 0.5% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 15.1 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 14.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 14.3 6.2% 5 -2.2 pp +0.8 pp +1.0 pp -0.7 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 13.0 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 12.5 4.2% 5 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 12.0 1.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 10.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 10.3 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 9.7 5.0% 5 +0.4 pp -0.2 pp -0.2 pp -0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 8.6 3.0% 5 -0.5 pp -3.6 pp -3.3 pp -2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.5 1.1% 5 +0.1 pp -0.3 pp -0.3 pp +0.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 8.4 1.8% 5 -0.5 pp -1.0 pp -1.2 pp -1.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 7.6 4.8% 3 +1.4 pp +1.6 pp +4.8 pp +3.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 7.3 3.3% 3 +0.3 pp +0.2 pp +3.3 pp +3.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.5 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 5.3 1.7% 5 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 5.3 3.3% 4 +0.4 pp +0.4 pp +0.4 pp +3.3 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.3 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 5.1 1.8% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 5.1 3.0% 5 +0.6 pp +0.9 pp +0.9 pp +1.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 5.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.1 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Advisory Partners LLC CIK 0002124354 0.218 48 4.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.7 1.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.7 1.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 4.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 4.5 2.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 4.1 0.9% 5 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.1 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 7 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.7 0.9% 7 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.7 2.3% 5 +0.5 pp +1.4 pp +1.6 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.5 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 3.2 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 3.2 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 2.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.4 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 2.3 0.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 2.2 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.2 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.0 0.3% 4 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 1.9 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.9 0.8% 5 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.9 2.3% 3 +0.7 pp +1.0 pp +2.3 pp +2.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.6 0.6% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.5 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.5 0.6% 6 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 1.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.4 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 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% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.3 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 1.2 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp -1.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.6 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
☆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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 0.0 0.0% 0 +0.0 pp -0.1 pp -1.4 pp -1.4 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp -0.2 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 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
☆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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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 +0.0 pp -0.5 pp -0.1 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
☆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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 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
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☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 +0.0 pp -0.5 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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 (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