Signals

← Signals

☆CGGR

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

Flow ranking

Rank#78
Score / z2.028 / 3.04
Consensus200.26 over 406 funds
Momentumno 12m return

Price & positioning

249 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,695.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1,029.5 17.2% 2 +9.4 pp +17.2 pp +17.2 pp +17.2 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 606.7 0.0% 4 +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 562.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 529.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 499.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 489.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 432.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 335.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 261.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 253.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 235.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 217.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 146.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 118.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 99.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 93.9 20.0% 2 +0.2 pp +20.0 pp +20.0 pp +20.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 92.5 8.9% 2 -0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 91.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 84.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 79.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 78.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 73.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 66.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 66.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 63.5 27.0% 2 +0.1 pp +27.0 pp +27.0 pp +27.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 59.1 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 57.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 57.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 52.2 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 52.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 48.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 45.8 12.6% 2 +0.5 pp +12.6 pp +12.6 pp +12.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 44.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 42.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 38.8 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 36.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 36.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 35.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 34.6 18.9% 2 -1.6 pp +18.9 pp +18.9 pp +18.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 33.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 30.3 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 29.8 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 29.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 29.3 13.7% 2 +2.0 pp +13.7 pp +13.7 pp +13.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 26.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 26.4 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 25.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 24.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 24.0 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 23.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 22.7 8.7% 3 +0.0 pp +0.2 pp +8.7 pp +8.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 22.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 20.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 19.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 19.3 9.9% 2 +0.0 pp +9.9 pp +9.9 pp +9.9 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 19.1 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 19.0 14.8% 2 +2.6 pp +14.8 pp +14.8 pp +14.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 18.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.7 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 18.0 2.7% 2 +1.3 pp +2.7 pp +2.7 pp +2.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 17.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 17.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 16.6 11.9% 2 +1.0 pp +11.9 pp +11.9 pp +11.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 16.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.6 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 15.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 15.3 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 15.0 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.7 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 14.4 9.2% 3 -0.3 pp -0.8 pp +9.2 pp +9.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 13.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 13.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 13.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 12.9 3.8% 2 +1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 12.8 7.2% 2 +0.7 pp +7.2 pp +7.2 pp +7.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 12.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 12.4 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 12.3 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 12.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.0 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 11.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 11.7 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 11.7 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.6 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 11.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 11.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 11.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 11.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CLG LLC CIK 0002059872 0.428 156 11.2 3.0% 3 -0.8 pp +0.3 pp +3.0 pp +3.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 10.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 10.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 10.7 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 10.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 10.5 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 10.5 6.9% 2 +0.4 pp +6.9 pp +6.9 pp +6.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 9.9 4.6% 2 -0.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 9.9 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 9.3 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 9.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 9.2 5.9% 2 +0.3 pp +5.9 pp +5.9 pp +5.9 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 8.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 8.7 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 8.5 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 8.5 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.5 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 8.2 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.0 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 8.0 4.8% 2 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.9 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆tru Independence LLC CIK 0001785445 0.641 108 7.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 +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
☆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
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.4 pp +0.0 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
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☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 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
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 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
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 CGGR). Qtrs Held counts distinct quarters this fund has actually held CGGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGGR position size. Δ columns are the percentage-point change in CGGR'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