Signals

← Signals

☆CGGO

397 in-universe funds with a nonzero position in CGGO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#262
Score / z0.754 / 1.06
Consensus156.13 over 298 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 731.8 11.6% 3 +0.1 pp +6.6 pp +11.6 pp +11.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 522.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 455.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 355.0 0.1% 3 +0.0 pp +0.0 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 345.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 268.0 0.3% 3 +0.0 pp -0.0 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 202.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 187.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 144.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 140.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 139.7 0.0% 3 +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 120.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 112.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 110.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 72.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 56.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 54.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 52.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 51.4 20.5% 3 -0.7 pp -0.9 pp +20.5 pp +20.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 49.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 48.5 7.0% 3 +0.2 pp +0.3 pp +7.0 pp +7.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 37.0 3.8% 3 +0.1 pp +0.4 pp +3.8 pp +3.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 31.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 29.3 12.5% 3 -0.8 pp -6.1 pp +12.5 pp +12.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 28.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 28.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 26.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 26.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 23.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 22.6 7.1% 3 -0.3 pp -1.3 pp +7.1 pp +7.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 17.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 15.9 7.3% 3 +4.0 pp +6.5 pp +7.3 pp +7.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 14.5 9.6% 3 +0.1 pp +0.7 pp +9.6 pp +9.6 pp
☆KWB Wealth CIK 0001822236 0.452 169 13.1 1.2% 3 +0.4 pp +0.6 pp +1.2 pp +1.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 13.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 12.9 7.6% 3 +0.2 pp +4.9 pp +7.6 pp +7.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 12.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 12.2 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 11.6 8.3% 3 -1.9 pp -3.6 pp +8.3 pp +8.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 11.3 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 11.0 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.8 3.2% 3 -0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 9.4 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.1 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 8.7 3.7% 3 -0.6 pp -0.9 pp +3.7 pp +3.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 8.6 3.4% 3 -0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 8.2 4.3% 3 +0.0 pp -0.3 pp +4.3 pp +4.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 8.0 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 7.9 4.9% 4 +0.2 pp +0.5 pp +0.1 pp +4.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.3 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 6.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 6.7 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 6.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 6.1 1.7% 3 +0.4 pp +0.4 pp +1.7 pp +1.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 5.7 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.5 1.3% 3 -0.0 pp -0.8 pp +1.3 pp +1.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.3 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.3 0.3% 3 -0.9 pp -0.5 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.1 3.6% 3 -0.2 pp -0.2 pp +3.6 pp +3.6 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 4.9 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 4.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 4.0 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 4.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.7 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 3.7 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 3.6 0.9% 4 -0.5 pp -0.6 pp +0.2 pp +0.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.6 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.6 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.4 2.3% 3 -0.1 pp -0.0 pp +2.3 pp +2.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 3.2 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.2 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 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 3.1 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 3.1 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.6 2.2% 3 -0.3 pp -0.8 pp +2.2 pp +2.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.4 0.9% 3 -0.0 pp -0.6 pp +0.9 pp +0.9 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 2.1 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.2 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 +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% 3 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 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% 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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp -0.1 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -2.2 pp -2.2 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.9 pp -0.4 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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 -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 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 -0.2 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.6 pp -2.7 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.3 pp -0.3 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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
☆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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 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
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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