Signals

← Signals

☆CGCP

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

Flow ranking

Rank#22230
Score / z-0.007 / -0.03
Consensus129.64 over 244 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 ▾
☆Capital International Investors CIK 0001562230 0.968 446 1,163.8 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 663.6 0.2% 4 +0.0 pp +0.1 pp +0.1 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 457.9 0.0% 6 +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 385.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 256.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 163.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 155.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 110.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 82.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 79.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 72.3 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 72.1 8.2% 4 +0.3 pp +0.3 pp +0.2 pp +8.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 71.9 1.1% 4 -0.2 pp +0.0 pp -0.0 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.8 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 58.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 55.6 0.4% 4 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 46.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 46.6 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 46.1 3.8% 4 -0.0 pp +0.0 pp +0.2 pp +3.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 44.8 0.8% 4 -0.1 pp -0.1 pp +0.1 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 43.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 37.3 1.4% 4 +0.1 pp -0.1 pp -0.1 pp +1.4 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 32.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 32.0 4.2% 4 +0.0 pp -0.0 pp -0.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 29.6 9.5% 4 +1.0 pp +1.2 pp +1.0 pp +9.5 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 28.5 6.4% 4 +0.1 pp +0.1 pp -0.1 pp +6.4 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 26.7 5.2% 4 +0.2 pp +0.2 pp +0.1 pp +5.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 26.6 7.4% 5 +0.3 pp -3.5 pp -3.2 pp -4.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 25.9 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 25.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 21.8 0.4% 4 -0.5 pp -0.7 pp -0.7 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 21.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 20.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 18.7 9.3% 4 -4.6 pp -0.5 pp -0.9 pp +9.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 18.2 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 17.3 2.1% 4 -0.3 pp -14.8 pp -15.3 pp +2.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 17.1 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 15.5 6.4% 3 -0.0 pp +0.2 pp +6.4 pp +6.4 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 15.3 6.2% 4 -0.2 pp -1.1 pp -1.4 pp +6.2 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 14.4 17.6% 4 +0.3 pp +0.1 pp +0.2 pp +17.6 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 14.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 14.2 5.6% 4 +0.1 pp -0.2 pp -0.5 pp +5.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 14.0 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 14.0 1.4% 4 +0.3 pp +0.0 pp -0.0 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 12.7 2.6% 4 +0.2 pp +0.6 pp +0.6 pp +2.6 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 12.6 4.2% 5 +0.7 pp +0.8 pp +0.7 pp +0.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 12.3 1.3% 4 -0.5 pp -0.5 pp -0.6 pp +1.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.8 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 11.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 10.9 1.5% 4 -1.9 pp -2.2 pp -2.1 pp +1.5 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 10.3 7.0% 4 -0.0 pp +2.9 pp +2.8 pp +7.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 9.8 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.5 3.4% 4 +0.0 pp +0.1 pp -0.1 pp +3.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 8.7 2.3% 4 -0.4 pp -6.8 pp -5.9 pp +2.3 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 8.2 3.3% 4 +0.4 pp +0.8 pp +0.8 pp +3.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 7.9 1.3% 4 +0.4 pp +0.5 pp +0.5 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.6 2.0% 4 -0.3 pp -0.2 pp -0.2 pp +2.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 7.5 2.1% 4 -0.1 pp +0.4 pp -4.6 pp +2.1 pp
☆ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 7.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 7.2 4.0% 4 +0.3 pp +0.3 pp +0.3 pp +4.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 6.5 2.1% 4 +0.2 pp +0.2 pp -0.3 pp +2.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.4 2.9% 4 -0.0 pp -0.1 pp -0.5 pp +2.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.2 0.2% 4 -0.0 pp -0.1 pp -0.3 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 6.1 2.8% 4 +0.1 pp +0.3 pp +0.2 pp +2.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.9 3.0% 4 +0.0 pp +0.1 pp +0.1 pp +3.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 5.9 1.6% 4 -3.3 pp -3.9 pp -4.0 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.7 0.7% 4 -0.0 pp -0.2 pp -0.4 pp +0.7 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 5.7 3.4% 5 -0.2 pp -0.5 pp -0.8 pp -0.9 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 5.4 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.3 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 5.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 4.6 3.0% 4 +0.2 pp -0.2 pp +0.5 pp +3.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 4.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 4.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.1 3.2% 5 -0.2 pp -0.2 pp -1.4 pp -1.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.6 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.2 0.9% 4 +0.1 pp +0.1 pp -0.1 pp +0.9 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 3.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.8 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.7 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.6 0.3% 4 -0.9 pp -1.0 pp -1.8 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
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☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -9.1 pp -10.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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 -0.3 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 -0.3 pp -0.3 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 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
☆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
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 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
☆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
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 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 -1.2 pp -0.9 pp -0.8 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 -0.9 pp -0.7 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -8.7 pp -8.7 pp -8.6 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 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 CGCP). Qtrs Held counts distinct quarters this fund has actually held CGCP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGCP position size. Δ columns are the percentage-point change in CGCP'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