Signals

← Signals

☆CGDG

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

Flow ranking

Rank#1169
Score / z0.056 / 0.03
Consensus113.50 over 216 funds
Momentumnot computed

Price & positioning

226 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 0.968 446 620.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 408.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 386.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 213.2 3.6% 4 +0.7 pp +0.9 pp +2.4 pp +3.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 183.1 0.1% 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 158.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 145.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 138.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 83.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 74.6 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 73.8 2.9% 4 -0.0 pp -0.1 pp -0.2 pp +2.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 44.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 42.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.7 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 28.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 23.7 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.5 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 20.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 15.2 1.6% 4 +0.1 pp +0.1 pp +0.4 pp +1.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 14.0 0.5% 4 -0.0 pp -0.3 pp -0.6 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.1 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 12.6 0.0% 5 +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 12.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 11.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 10.7 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 10.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 10.7 3.1% 4 -0.0 pp -0.1 pp -0.1 pp +3.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 8.0 4.5% 4 +0.2 pp +0.4 pp +1.0 pp +4.5 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 7.8 5.3% 4 +0.2 pp +0.3 pp +0.3 pp +5.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 7.6 0.3% 4 -7.8 pp -7.6 pp -3.8 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.4 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 5.8 2.3% 4 +0.3 pp +0.7 pp +1.4 pp +2.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 5.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.3 0.0% 4 -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 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 5.1 2.3% 4 -0.1 pp +0.1 pp +0.3 pp +2.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.0 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.8 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.8 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.4 0.3% 4 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.4 1.1% 4 +0.1 pp +0.2 pp +0.4 pp +1.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 4.0 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.0 0.0% 1 +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 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.9 1.4% 3 +0.2 pp +1.3 pp +1.4 pp +1.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.1 0.0% 2 +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 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.8% 4 +0.1 pp +0.1 pp -0.2 pp +0.8 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.7 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.4 1.6% 4 +0.6 pp +0.7 pp +0.7 pp +1.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.2 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 2.0 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.9 0.9% 4 +0.3 pp +0.4 pp +0.5 pp +0.9 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 1.7 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.6 0.9% 4 -0.1 pp -0.3 pp -0.7 pp +0.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 1.5 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.5 0.6% 4 -0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.2 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 1.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 1.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.1 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 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 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.8 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 4 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.5 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 4 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.4% 4 -0.4 pp -0.6 pp -0.5 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 1 +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
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -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 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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 -0.0 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.1 pp +0.0 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 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 +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -3.7 pp -2.8 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
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.0 0.0% 0 -0.2 pp -0.2 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
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 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 -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 CGDG). Qtrs Held counts distinct quarters this fund has actually held CGDG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGDG position size. Δ columns are the percentage-point change in CGDG'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