Signals

← Signals

☆CGCB

233 in-universe funds with a nonzero position in CGCB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#581
Score / z0.259 / 0.36
Consensus102.77 over 187 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-35% / 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 ▾
☆Capital International Investors CIK 0001562230 0.968 446 627.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 590.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 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 205.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 143.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 79.6 0.0% 4 +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 77.1 0.0% 3 +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 71.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 54.2 6.7% 3 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 54.0 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 49.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 42.0 10.0% 2 -0.8 pp +10.0 pp +10.0 pp +10.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 29.9 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 29.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 27.2 2.7% 3 +0.2 pp +0.4 pp +2.7 pp +2.7 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 26.5 4.8% 3 +0.0 pp +0.0 pp +4.8 pp +4.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 25.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 22.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 21.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 19.9 12.2% 3 +1.4 pp +1.6 pp +12.2 pp +12.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 18.9 2.4% 3 -0.0 pp -0.8 pp +2.4 pp +2.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 18.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 13.5 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 13.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 12.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 11.7 4.0% 4 +0.0 pp -0.1 pp -0.3 pp +4.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 9.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 9.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.6 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.9 2.1% 3 +0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 7.9 1.8% 3 +0.4 pp +0.5 pp +1.8 pp +1.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 6.7 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 6.7 4.7% 3 +0.2 pp +0.1 pp +4.7 pp +4.7 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.5 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.9 3.0% 3 -0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 5.7 1.2% 3 +0.8 pp +0.9 pp +1.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 5.3 1.8% 3 +1.0 pp +1.6 pp +1.8 pp +1.8 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.6 3.2% 4 -0.0 pp -0.1 pp -0.2 pp +3.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 4.2 0.2% 3 -7.6 pp -13.6 pp +0.2 pp +0.2 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 4.2 2.9% 3 +0.0 pp -1.0 pp +2.9 pp +2.9 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.9 0.0% 3 +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 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.5 1.0% 3 -0.0 pp -0.4 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 3.2 2.0% 3 +0.6 pp +0.5 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.0 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.5 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 2.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.1 0.3% 3 -2.9 pp -2.9 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.8 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.5 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.9 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.8 0.3% 3 -0.2 pp -1.1 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.6 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.3 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 0.3 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -1.5 pp -1.6 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -3.6 pp -3.8 pp +0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 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 CGCB). Qtrs Held counts distinct quarters this fund has actually held CGCB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGCB position size. Δ columns are the percentage-point change in CGCB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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