Signals

← Signals

☆CGMS

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

Flow ranking

Rank#472
Score / z0.417 / 0.49
Consensus136.26 over 274 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-48% / 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 592.6 0.1% 5 -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 272.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 248.1 0.1% 5 +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 216.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 216.7 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 170.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 138.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 103.6 12.6% 5 +3.7 pp +4.0 pp +3.6 pp +3.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 89.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 77.8 1.2% 5 -0.1 pp -0.4 pp -0.2 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 64.0 0.0% 5 +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 60.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schusterman Interests, LLC CIK 0001857024 0.656 9 49.7 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 49.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 48.5 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 42.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 31.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 24.8 3.3% 5 -0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 22.6 2.3% 5 +0.2 pp +0.2 pp -0.4 pp -0.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 21.8 4.9% 5 -0.5 pp +0.3 pp -1.1 pp -1.5 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 21.6 4.5% 5 -0.4 pp -0.2 pp -0.2 pp -0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 21.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 21.0 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 20.2 3.9% 3 +2.2 pp +3.8 pp +3.9 pp +3.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 19.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 19.0 1.9% 5 -0.3 pp -0.0 pp +0.1 pp -0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 18.6 10.2% 5 +0.0 pp +0.5 pp +0.7 pp +1.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 17.4 11.3% 5 +4.0 pp +4.6 pp +7.0 pp +6.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 16.4 1.6% 3 +0.0 pp +1.5 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 15.3 1.0% 5 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 14.4 1.2% 5 +0.3 pp +0.3 pp +0.7 pp +0.9 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 13.1 2.8% 5 -0.2 pp +1.2 pp +1.1 pp +1.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.5 0.4% 5 -0.0 pp -0.0 pp -0.4 pp -0.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 12.1 1.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.5 1.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 11.3 2.6% 5 +0.8 pp +0.7 pp +0.8 pp +0.5 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 11.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 10.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 10.7 4.6% 5 +1.8 pp +0.7 pp +1.4 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 10.1 3.3% 5 -0.3 pp -0.0 pp +1.3 pp +1.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.2 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 8.8 4.1% 2 -0.3 pp +4.1 pp -0.9 pp -0.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 8.7 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 8.6 2.7% 5 -0.6 pp -2.2 pp -2.1 pp -2.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 8.5 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 8.1 4.4% 2 -1.5 pp +4.4 pp +4.4 pp +4.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.7 1.6% 5 +0.0 pp +0.7 pp +0.7 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 7.4 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 7.3 4.6% 5 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 7.1 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 6.7 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 6.2 5.2% 2 -5.3 pp +5.2 pp +5.2 pp +5.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 6.0 1.1% 4 -0.1 pp -0.2 pp +0.1 pp +1.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.9 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.6 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 5.6 1.3% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.5 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 5.5 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 5.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.2 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 5.1 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 5.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 4.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.7 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.4 1.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 4.3 2.0% 5 -0.5 pp -0.5 pp +1.2 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 4.0 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.9 1.1% 4 +0.5 pp +0.7 pp +0.7 pp +1.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.8 1.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.5 2.1% 6 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.3 2.3% 6 -1.0 pp -1.1 pp -1.1 pp -1.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.2 0.2% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.2 2.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.2 1.8% 1 +1.8 pp -0.2 pp -0.1 pp -0.2 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.1 0.8% 4 -0.2 pp -0.3 pp -0.3 pp +0.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 3.0 1.9% 6 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 2.9 2.5% 2 -1.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 2.9 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆CLG LLC CIK 0002059872 0.428 156 2.9 0.6% 6 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 2.7 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.7 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 2.7 1.1% 5 -0.2 pp +0.2 pp +0.2 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.5 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.5 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 2.1 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.1 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.1 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.1 0.5% 6 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 2.0 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.9 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
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☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +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% 5 +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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 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% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.0% 2 -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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 5 -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% 1 +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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -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% 5 -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
☆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
☆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
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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 -0.1 pp -0.1 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.0 0.0% 0 -0.1 pp -0.1 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
☆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 -0.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 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
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 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 -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.9 pp -0.8 pp -0.6 pp -0.6 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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% 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -0.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆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
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp -1.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 0.0% 0 -0.1 pp -1.3 pp -1.3 pp -1.4 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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 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 (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