Signals

← Signals

☆CGMS

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

Flow ranking

Rank#858
Score / z0.101 / 0.15
Consensus105.94 over 216 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)
–
Fund Positions
–
Quarters Held
–

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 326.1 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 180.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 149.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 104.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 97.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.5 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 73.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 60.2 9.1% 2 -0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 46.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.8 0.0% 2 +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 32.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.7 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 25.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 23.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 22.2 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 20.8 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 20.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 16.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 15.0 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 14.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 14.5 9.5% 2 +0.4 pp +9.5 pp +9.5 pp +9.5 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 13.9 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.3 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 11.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 9.7 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 8.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 8.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 7.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 7.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 6.5 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 6.2 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 6.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 5.9 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.5 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.5 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 5.4 3.3% 2 +1.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 5.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 4.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 4.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 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 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.2 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.3 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.0 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.0 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 2.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.2 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.2 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.1 0.8% 1 +0.8 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 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CLG LLC CIK 0002059872 0.428 156 1.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.0 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.7 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.6 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 2 +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
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 -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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 -0.1 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -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
☆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
☆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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 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
☆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
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 -0.3 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -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% 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 CGMS). Qtrs Held counts distinct quarters this fund has actually held CGMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGMS position size. Δ columns are the percentage-point change in CGMS'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