Signals

← Signals

☆CGGO

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

Flow ranking

Rank#228
Score / z0.958 / 1.21
Consensus118.23 over 228 funds
Momentumno 12m return

Price & positioning

227 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 Group Private Client Services, Inc. CIK 0001857666 0.933 260 582.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 385.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 356.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 344.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 239.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 228.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 187.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.4 0.0% 1 +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 118.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 94.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 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 73.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 60.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 44.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 44.3 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 43.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 41.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 40.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 30.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 28.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 24.8 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 21.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 20.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 16.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 14.4 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 9.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 8.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 7.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 7.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 7.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 6.6 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KWB Wealth CIK 0001822236 0.452 169 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CLG LLC CIK 0002059872 0.428 156 4.8 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 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 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 1.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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 -0.2 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 CGGO). Qtrs Held counts distinct quarters this fund has actually held CGGO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGGO position size. Δ columns are the percentage-point change in CGGO'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