Signals

← Signals

☆CGCP

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

Flow ranking

Rank#22671
Score / z-0.342 / -0.50
Consensus121.13 over 222 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 0.968 446 934.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 537.1 0.1% 3 +0.0 pp +0.0 pp +0.1 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 416.3 0.0% 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 337.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 235.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 147.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 138.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 107.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 97.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 75.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 69.1 7.9% 3 -0.0 pp -0.1 pp +7.9 pp +7.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 63.8 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 59.4 0.1% 2 -0.0 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 54.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 44.9 3.8% 3 +0.1 pp +0.3 pp +3.8 pp +3.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 36.7 0.9% 3 +0.0 pp +0.3 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 35.0 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 33.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 33.1 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 31.3 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 28.5 6.3% 3 +0.1 pp -0.2 pp +6.3 pp +6.3 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 26.2 5.0% 3 -0.0 pp -0.2 pp +5.0 pp +5.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 25.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 25.2 7.1% 4 -3.7 pp -3.5 pp -4.9 pp +7.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 24.6 8.5% 3 +0.2 pp -0.1 pp +8.5 pp +8.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 23.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 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 22.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 20.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 20.0 2.5% 3 -14.4 pp -14.9 pp +2.5 pp +2.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 18.4 3.4% 3 -0.3 pp -0.2 pp +3.4 pp +3.4 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 17.8 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 16.1 17.3% 3 -0.2 pp -0.2 pp +17.3 pp +17.3 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 16.0 13.9% 3 +4.1 pp +3.6 pp +13.9 pp +13.9 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 15.4 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 14.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 14.9 6.4% 3 -0.9 pp -1.2 pp +6.4 pp +6.4 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 14.1 5.6% 3 -0.2 pp -0.5 pp +5.6 pp +5.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 14.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 13.9 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 13.7 8.7% 3 -0.1 pp +0.0 pp +8.7 pp +8.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 13.5 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 12.6 4.9% 3 -0.6 pp -0.7 pp +4.9 pp +4.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 12.1 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.5 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 11.1 2.4% 3 +0.5 pp +0.4 pp +2.4 pp +2.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 10.2 3.5% 4 +0.1 pp -0.0 pp -0.2 pp +3.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 9.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 9.8 7.0% 3 +2.9 pp +2.8 pp +7.0 pp +7.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 9.7 2.7% 3 -6.4 pp -5.5 pp +2.7 pp +2.7 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.3 3.4% 3 +0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 7.5 2.2% 3 +0.6 pp -4.5 pp +2.2 pp +2.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 7.0 2.8% 3 +0.4 pp +0.4 pp +2.8 pp +2.8 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.6 2.9% 3 -0.1 pp -0.5 pp +2.9 pp +2.9 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 6.6 3.7% 3 -0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 6.2 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 6.0 3.7% 4 -0.3 pp -0.5 pp -0.7 pp +3.7 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.0 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.0 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.8 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.7 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.6 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 5.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 5.4 1.9% 3 +0.0 pp -0.5 pp +1.9 pp +1.9 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 4.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.4 3.4% 4 -0.0 pp -1.2 pp -1.2 pp +3.4 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 4.3 2.8% 3 -0.4 pp +0.3 pp +2.8 pp +2.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 3.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 3.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 2.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.7 1.2% 3 -0.1 pp -0.8 pp +1.2 pp +1.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.7 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.7 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 1.7 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 1.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 1.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 1.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
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☆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
☆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
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 (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