Signals

← Signals

☆CGBL

234 in-universe funds with a nonzero position in CGBL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22947
Score / z-0.004 / -0.02
Consensus94.08 over 192 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 249.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 138.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 90.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 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 80.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.5 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 60.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 21.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.5 0.0% 1 +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 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 14.6 6.3% 2 +1.2 pp +6.3 pp +6.3 pp +6.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 12.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 12.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 12.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 9.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 9.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 7.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆KWB Wealth CIK 0001822236 0.453 169 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 6.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 6.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 5.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACAS, LLC CIK 0001859505 0.399 93 4.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 1 +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 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.2 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.1 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.5 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 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 CGBL). Qtrs Held counts distinct quarters this fund has actually held CGBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGBL position size. Δ columns are the percentage-point change in CGBL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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