Signals

← Signals

☆CGBL

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

Flow ranking

Rank#438
Score / z0.489 / 0.42
Consensus126.07 over 260 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-95% / 1.0d

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 513.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 412.0 15.6% 4 +1.6 pp +1.6 pp +11.5 pp +15.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 283.7 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 262.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 186.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 139.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 129.6 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 111.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 96.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 76.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 65.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 65.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 54.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 46.7 0.1% 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 43.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 40.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 33.4 0.5% 4 +0.1 pp +0.2 pp +0.1 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 32.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 29.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 24.0 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 23.7 2.3% 4 +0.1 pp +1.0 pp +1.5 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.7 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 19.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 19.0 6.3% 5 +0.1 pp +0.1 pp -0.1 pp +1.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 18.7 4.1% 2 +3.9 pp +4.1 pp +4.1 pp +4.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 18.3 0.7% 4 -0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 17.8 0.8% 4 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 15.1 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 14.4 0.5% 4 -0.0 pp -0.3 pp -0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.1 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.0 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 11.9 3.0% 3 +0.8 pp +0.9 pp +3.0 pp +3.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 11.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 11.6 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 11.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 11.2 7.4% 4 -0.3 pp -0.3 pp -0.6 pp +7.4 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 11.1 1.4% 4 -0.0 pp +0.3 pp +0.4 pp +1.4 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 10.9 2.5% 4 +0.1 pp +0.3 pp +1.1 pp +2.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 10.9 0.8% 4 -0.0 pp +0.1 pp +0.4 pp +0.8 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 10.8 6.1% 4 -0.4 pp -0.3 pp -1.8 pp +6.1 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 10.8 3.9% 4 -0.2 pp -0.0 pp +0.1 pp +3.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 10.3 2.3% 4 +0.2 pp +0.3 pp +0.4 pp +2.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 10.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 10.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 10.1 2.1% 4 +0.6 pp +0.9 pp +1.2 pp +2.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 10.0 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 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 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 9.6 2.4% 4 +0.3 pp +0.6 pp +0.8 pp +2.4 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 9.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 8.3 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 8.3 3.7% 4 +0.6 pp +1.2 pp +1.6 pp +3.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.2 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.5 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.0 2.0% 4 -0.2 pp -0.2 pp -0.9 pp +2.0 pp
☆CLG LLC CIK 0002059872 0.428 156 7.0 1.7% 5 +0.3 pp +0.6 pp +0.8 pp +1.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.0 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 6.8 2.5% 4 -0.4 pp -0.2 pp -0.1 pp +2.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 6.2 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 6.0 1.4% 4 +0.0 pp +0.1 pp +0.3 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 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% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 5.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 5.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 5.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.2 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 5.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 4.7 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 4.3 3.4% 4 +0.0 pp +0.2 pp +0.9 pp +3.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.2 0.5% 4 +0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 4.2 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 4.0 2.4% 4 +0.1 pp +0.2 pp +0.2 pp +2.4 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.7 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 3.4 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.1 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.0 1.8% 4 +0.4 pp +0.4 pp +0.5 pp +1.8 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 2.9 1.6% 4 -0.3 pp -0.5 pp -0.7 pp +1.6 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.7 1.9% 5 +0.0 pp +0.1 pp +0.0 pp -0.4 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 2.5 1.0% 4 +0.0 pp +0.4 pp +0.4 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 2.0 0.8% 4 +0.0 pp +0.2 pp +0.6 pp +0.8 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.9 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 1.8 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.8 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.6 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 1.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.6 0.0% 4 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 1.6 0.8% 4 +0.5 pp +0.6 pp +0.5 pp +0.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.5 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.3 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
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -3.0 pp -3.0 pp -2.7 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -1.3 pp -1.5 pp -1.4 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 (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