Signals

← Signals

☆CGDV

517 in-universe funds with a nonzero position in CGDV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#206
Score / z1.055 / 1.33
Consensus193.82 over 413 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+32% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,692.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital International Investors CIK 0001562230 0.968 446 935.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 764.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 660.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 606.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 605.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 520.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 481.3 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 468.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 454.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 342.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 271.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 222.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 208.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 171.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 140.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 135.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 130.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 113.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 94.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 77.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 77.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 76.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 68.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 66.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 65.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 64.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 57.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 52.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 51.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 47.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 47.3 0.0% 1 +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 46.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 46.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 44.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 42.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 41.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 40.8 27.6% 1 +27.6 pp +27.6 pp +27.6 pp +27.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 38.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 37.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 36.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 34.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 34.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 34.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 34.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 32.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 29.9 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 29.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 29.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 27.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 25.4 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 25.3 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 24.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 24.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 24.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 23.4 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 23.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 22.4 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 21.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 20.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 19.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 19.1 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 18.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 18.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 17.7 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 17.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 16.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 16.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 16.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 16.1 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 15.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 15.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 15.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 15.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 15.0 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 14.8 12.9% 2 +0.1 pp +12.9 pp +12.9 pp +12.9 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 14.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 14.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 13.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 13.5 9.1% 2 -1.6 pp +9.1 pp +9.1 pp +9.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 13.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 13.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 12.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 12.6 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 12.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 12.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 11.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 11.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACAS, LLC CIK 0001859505 0.399 93 11.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 11.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 11.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 10.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 10.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 10.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 10.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 10.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆CLG LLC CIK 0002059872 0.428 156 10.1 3.2% 2 +2.1 pp +3.2 pp +3.2 pp +3.2 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 10.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 10.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 9.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 9.3 4.1% 2 +0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 8.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 8.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 8.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 8.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 7.9 0.3% 1 +0.3 pp +0.3 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 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 7.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KWB Wealth CIK 0001822236 0.453 169 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 6.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 5.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 5.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Balentine LLC CIK 0001586678 0.932 243 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 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 CGDV). Qtrs Held counts distinct quarters this fund has actually held CGDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGDV position size. Δ columns are the percentage-point change in CGDV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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