Signals

← Signals

☆CGGO

362 in-universe funds with a nonzero position in CGGO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#350
Score / z0.545 / 0.82
Consensus151.14 over 286 funds
Momentumno 12m return

Price & positioning

225 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 0.933 260 692.9 11.6% 2 +6.5 pp +11.6 pp +11.6 pp +11.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 448.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 410.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 376.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 314.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 295.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 240.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 150.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 145.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 121.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 108.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 103.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 102.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 47.9 21.3% 2 -0.1 pp +21.3 pp +21.3 pp +21.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 47.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 47.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 47.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 46.1 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 45.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 35.1 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 31.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 28.5 13.4% 2 -5.2 pp +13.4 pp +13.4 pp +13.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 27.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 27.2 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 23.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 22.7 7.4% 2 -1.0 pp +7.4 pp +7.4 pp +7.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 22.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 21.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.5 0.0% 2 +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 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 15.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 13.5 10.2% 2 -1.7 pp +10.2 pp +10.2 pp +10.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 13.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 12.1 7.4% 2 +4.7 pp +7.4 pp +7.4 pp +7.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 11.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 11.5 9.6% 2 +0.6 pp +9.6 pp +9.6 pp +9.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 11.2 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 11.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 10.3 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.7 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 9.1 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 8.3 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 8.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.453 169 8.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 7.8 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 7.4 4.8% 3 +0.3 pp -0.0 pp +4.8 pp +4.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 7.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 7.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 7.2 3.3% 2 +2.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 6.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 6.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.9 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 5.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 5.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CLG LLC CIK 0002059872 0.428 156 5.3 1.5% 3 -0.0 pp +0.7 pp +1.5 pp +1.5 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.3 1.3% 2 -0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.0 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 4.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 4.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 4.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 3.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.8 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.2 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.1 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 2.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.7 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.4 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 2.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 1.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -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 -0.1 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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 2 +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% 2 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 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% 2 +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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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% 2 -0.0 pp +0.0 pp +0.0 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
☆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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 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 -0.2 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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