Signals

← Signals

☆CGHM

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

Flow ranking

Rank#3396
Score / z0.000 / -0.00
Consensus56.80 over 102 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 International Investors CIK 0001562230 0.968 446 1,478.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 243.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 48.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 32.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 27.2 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 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 16.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 6.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 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 6.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 5.0 3.2% 3 +0.1 pp +0.4 pp +3.2 pp +3.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 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 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 1.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 CGHM). Qtrs Held counts distinct quarters this fund has actually held CGHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGHM position size. Δ columns are the percentage-point change in CGHM'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