Signals

← Signals

☆CGMM

252 in-universe funds with a nonzero position in CGMM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#644
Score / z0.234 / 0.26
Consensus104.32 over 192 funds
Momentum-0.16 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+9% / 1.0d

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 708.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 345.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 155.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 95.8 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 81.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 80.6 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 75.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 46.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 43.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 40.7 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 40.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 39.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.9 0.1% 5 +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 31.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 31.5 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 26.9 10.4% 5 +0.1 pp +0.5 pp +6.0 pp +9.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.4 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 24.5 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 21.2 11.0% 2 -0.2 pp +11.0 pp +11.0 pp +11.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 16.8 7.7% 2 +0.0 pp +7.7 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.1 0.8% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 15.1 2.9% 3 +1.6 pp +2.9 pp +2.9 pp +2.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 12.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.1 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 9.5 4.3% 4 -0.0 pp +0.4 pp +0.6 pp +4.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 9.3 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.1 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 5.9 1.8% 4 -0.9 pp -0.6 pp +1.6 pp +1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 5.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.4 0.2% 4 +0.0 pp +0.0 pp -0.0 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 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 4.7 2.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 4.6 2.1% 4 +0.2 pp +1.1 pp +1.1 pp +2.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.6 1.5% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 4.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 4.3 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 4.2 1.6% 5 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 3.2 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 2.8 1.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 2.7 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 2.0 3.4% 5 +1.0 pp +1.0 pp +1.1 pp +0.7 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 5 +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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 1.6 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 1.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.4 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.3 0.5% 3 -0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.3 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 1.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.1 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.8 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.5 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 1 +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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 4 +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
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 5 +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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 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% 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 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
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 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
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.2 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 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -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% 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 CGMM). Qtrs Held counts distinct quarters this fund has actually held CGMM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGMM position size. Δ columns are the percentage-point change in CGMM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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