Signals

← Signals

☆CGCP

376 in-universe funds with a nonzero position in CGCP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#350
Score / z0.627 / 0.74
Consensus125.41 over 239 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 1,627.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 745.9 0.2% 5 -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 501.1 0.0% 7 -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 429.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 275.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 200.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 196.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 141.1 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 106.6 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 99.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 97.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 83.6 7.5% 1 +7.5 pp +7.5 pp -1.6 pp -2.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 76.7 7.7% 5 -0.5 pp -0.2 pp -0.2 pp -0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 76.6 0.7% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 76.1 1.0% 5 -0.1 pp -0.3 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 69.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 66.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 56.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 53.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 50.8 1.5% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 50.1 0.5% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 47.6 3.6% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 45.2 0.1% 5 -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 40.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 33.3 3.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 32.0 2.5% 5 +1.2 pp +0.8 pp +0.8 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 30.9 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 30.7 8.7% 5 -0.8 pp +0.2 pp +0.4 pp +0.2 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 29.0 5.6% 3 +3.4 pp +5.5 pp +5.6 pp +5.6 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 29.0 5.6% 5 -0.7 pp -0.7 pp -0.6 pp -0.8 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 27.8 6.6% 6 -0.8 pp -0.5 pp -4.2 pp -4.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 27.6 4.7% 5 -0.5 pp -0.3 pp -0.3 pp -0.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 26.3 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 25.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 21.5 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 19.2 8.8% 5 -0.5 pp -5.1 pp -1.0 pp -1.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 19.1 1.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 18.5 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.5 5.2% 5 +4.7 pp +4.7 pp +4.6 pp +4.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.0 0.3% 5 -0.1 pp -0.6 pp -0.7 pp -0.7 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 17.5 13.5% 2 -0.8 pp +13.5 pp +13.5 pp +13.5 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 15.8 5.9% 5 -0.3 pp -0.5 pp -1.5 pp -1.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 15.4 1.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 15.1 5.9% 4 -0.5 pp -0.5 pp -0.3 pp +5.9 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 15.1 17.8% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 15.0 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 14.2 1.6% 5 -0.6 pp -0.9 pp -15.3 pp -15.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 14.0 1.2% 5 -0.2 pp +0.1 pp -0.2 pp -0.2 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 13.9 4.1% 6 -0.1 pp +0.6 pp +0.7 pp +0.6 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 13.7 4.9% 5 -0.7 pp -0.7 pp -0.9 pp -1.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 13.4 2.5% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.1 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 12.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 11.7 4.1% 5 +0.9 pp +1.3 pp +1.7 pp +1.7 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 11.6 1.4% 5 -0.1 pp -2.0 pp -2.3 pp -2.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 8.2 1.2% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 8.2 1.6% 5 -0.8 pp -1.1 pp -7.6 pp -6.7 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 8.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 8.2 2.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 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 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 7.7 2.8% 3 +2.6 pp +2.6 pp +2.8 pp +2.8 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 7.7 2.5% 5 -0.9 pp -0.9 pp -0.8 pp -1.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 7.6 1.8% 5 -0.3 pp -0.4 pp +0.1 pp -4.9 pp
☆ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 7.5 6.5% 2 -0.6 pp +6.5 pp +6.5 pp +6.5 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 6.9 4.4% 5 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 6.9 4.4% 5 -2.6 pp -2.6 pp +0.3 pp +0.3 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 6.8 1.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.5 0.1% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.4 2.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.2 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 6.2 2.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.9 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 5.8 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 5.8 0.7% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.7 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 5.6 3.0% 5 -0.0 pp +0.2 pp -0.2 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 5.4 2.8% 6 -0.6 pp -0.8 pp -1.1 pp -1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 5.1 2.2% 5 -0.7 pp -0.6 pp -0.4 pp -0.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 5.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 4.8 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 4.4 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆CLG LLC CIK 0002059872 0.428 156 3.8 0.8% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.4 0.4% 1 +0.4 pp -0.8 pp -0.5 pp -0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 0.8% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.3 2.3% 6 -1.0 pp -1.1 pp -1.2 pp -2.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.3 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 3.2 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 3.0 0.7% 5 -0.9 pp -4.2 pp -4.8 pp -4.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.8 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 2.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.5 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.4 0.2% 5 -0.1 pp -1.0 pp -1.1 pp -1.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.4 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.1 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 5 -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% 2 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -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 +0.0 pp -2.3 pp -2.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 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
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -0.6 pp -0.8 pp -0.4 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.0 0.0% 0 -1.8 pp -1.9 pp -2.1 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
☆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
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -8.7 pp -8.7 pp -8.6 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
☆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
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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 +0.0 pp -1.6 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆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
☆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
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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 +0.0 pp -0.3 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 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 +0.0 pp -0.0 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
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp -0.0 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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