Signals

← Signals

☆CGMU

214 in-universe funds with a nonzero position in CGMU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2929
Score / z0.000 / -0.02
Consensus87.67 over 165 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Capital International Investors CIK 0001562230 0.968 446 1,059.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 224.8 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 132.9 0.1% 1 +0.1 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 126.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 78.8 0.1% 1 +0.1 pp +0.1 pp +0.1 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 76.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 52.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 40.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 34.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.8 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 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 20.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 18.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.1% 1 +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 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 9.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 8.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 8.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 6.5 4.4% 2 -3.0 pp +4.4 pp +4.4 pp +4.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 6.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 5.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 5.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +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% 1 +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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.2 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 CGMU). Qtrs Held counts distinct quarters this fund has actually held CGMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGMU position size. Δ columns are the percentage-point change in CGMU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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