Signals

← Signals

☆CGMS

375 in-universe funds with a nonzero position in CGMS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#932
Score / z0.121 / 0.09
Consensus128.55 over 257 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 514.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 212.9 0.1% 4 +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 200.5 0.0% 4 +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 195.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 190.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 153.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 117.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 94.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 74.6 1.4% 4 -0.3 pp -0.1 pp +0.0 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 68.0 8.9% 4 +0.3 pp -0.2 pp -0.3 pp +8.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 49.4 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 48.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 42.5 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 41.5 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.1 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 34.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 30.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 23.7 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 22.8 3.5% 4 +0.2 pp +3.4 pp +3.4 pp +3.5 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 21.5 5.4% 4 +0.8 pp -0.6 pp -1.0 pp +5.4 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 21.2 4.8% 4 +0.1 pp +0.2 pp -0.2 pp +4.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 19.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 19.3 2.1% 4 +0.2 pp +0.4 pp +0.1 pp +2.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 19.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 18.9 2.1% 4 +0.1 pp -0.6 pp -0.4 pp +2.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 17.4 10.2% 4 +0.5 pp +0.6 pp +1.1 pp +10.2 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 17.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 16.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 14.1 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 13.9 1.5% 2 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.5 1.0% 4 +0.3 pp +0.4 pp +0.4 pp +1.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 12.4 3.0% 4 +1.3 pp +1.3 pp +1.7 pp +3.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.3 0.4% 4 -0.0 pp -0.3 pp -0.6 pp +0.4 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 12.3 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.7 1.3% 4 +0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 11.3 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 11.3 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 10.8 7.3% 4 +0.6 pp +3.0 pp +3.0 pp +7.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 10.2 3.7% 4 +0.3 pp +1.7 pp +1.6 pp +3.7 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KWB Wealth CIK 0001822236 0.452 169 9.9 1.0% 4 +0.0 pp +0.5 pp +0.6 pp +1.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 9.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 9.3 3.3% 4 -1.6 pp -1.5 pp -1.7 pp +3.3 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 9.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.0 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 8.6 4.3% 1 +4.3 pp -0.7 pp -0.6 pp +4.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 8.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 8.1 2.3% 4 -0.0 pp +0.0 pp +0.1 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.6 1.6% 4 +0.7 pp +0.7 pp +0.5 pp +1.6 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 7.6 4.2% 4 +0.3 pp +0.3 pp +0.3 pp +4.2 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 7.5 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 7.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 6.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.2 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 6.2 1.8% 4 -0.1 pp -0.0 pp -0.3 pp +1.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 5.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 5.5 1.4% 4 +0.2 pp +0.1 pp -0.0 pp +1.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.5 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 5.3 1.1% 3 -0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 5.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 4.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 4.3 2.8% 4 -1.2 pp -0.5 pp +0.5 pp +2.8 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 4.3 2.5% 4 -0.0 pp +1.7 pp +1.5 pp +2.5 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.1 3.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.9 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 3.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.7 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 3.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.4 2.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.4 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.2 2.1% 4 +0.0 pp -0.0 pp +0.0 pp +2.1 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.0 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 2.8 1.3% 4 +0.4 pp +0.4 pp +0.5 pp +1.3 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.8 2.0% 5 +0.4 pp +0.3 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.6 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 2.5 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.5 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.4 0.7% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.3 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.1 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 1.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.9 0.5% 4 +0.0 pp +0.0 pp -0.2 pp +0.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 1.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.8 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆9823 Capital, L.P. CIK 0001982920 0.745 33 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.6 0.6% 4 -0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.6 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.5 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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