Signals

← Signals

☆CGMU

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

Flow ranking

Rank#1475
Score / z0.018 / -0.00
Consensus150.83 over 284 funds
Momentumnot computed

Price & positioning

226 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 1,268.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 348.7 0.1% 4 +0.0 pp +0.0 pp +0.0 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 280.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 275.8 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 204.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 132.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 118.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 107.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 76.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.0 0.1% 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 56.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 56.0 0.2% 3 -0.0 pp +0.0 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 46.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 44.9 3.2% 4 -0.0 pp +0.0 pp -0.1 pp +3.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 43.2 0.7% 4 +0.1 pp +0.0 pp +0.4 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 40.3 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 35.5 0.4% 4 -0.0 pp -0.2 pp -0.4 pp +0.4 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 34.4 1.6% 4 +0.3 pp +0.2 pp +0.6 pp +1.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 34.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 30.4 1.2% 4 -0.1 pp +0.2 pp +0.1 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 27.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 26.0 0.7% 4 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 24.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.6 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 20.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.7 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 15.2 2.0% 4 +0.2 pp +0.7 pp +0.8 pp +2.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 13.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 12.3 4.2% 4 +0.2 pp +0.2 pp +1.4 pp +4.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 11.0 2.9% 4 -0.0 pp -0.1 pp -0.1 pp +2.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 10.8 4.5% 3 +0.3 pp +1.2 pp +4.5 pp +4.5 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 10.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 9.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 9.5 6.4% 4 +0.2 pp +0.6 pp +1.4 pp +6.4 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.709 35 9.2 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 8.9 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 8.9 5.9% 4 +1.6 pp +2.4 pp +1.7 pp +5.9 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 8.5 5.3% 5 +0.4 pp +0.7 pp +0.9 pp -2.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.4 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 8.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 8.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 7.7 2.1% 4 +0.4 pp +0.5 pp +0.5 pp +2.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 7.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 6.6 2.4% 4 +0.0 pp -0.1 pp +0.9 pp +2.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 6.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 5.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 5.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 5.1 3.0% 4 +0.0 pp +0.7 pp +1.0 pp +3.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 5.0 1.9% 3 +0.2 pp +1.2 pp +1.9 pp +1.9 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.9 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.6 1.5% 4 +0.1 pp +0.1 pp -0.4 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.5 1.6% 4 -0.0 pp -0.0 pp +0.4 pp +1.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 4 +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 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 4.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.2 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.1 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 4.0 1.1% 4 -0.1 pp -0.2 pp -0.0 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 3.9 0.9% 3 +0.4 pp +0.5 pp +0.9 pp +0.9 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 3.9 1.4% 4 +0.0 pp +0.0 pp +0.1 pp +1.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.8 1.0% 4 +0.3 pp +0.5 pp +0.6 pp +1.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 3.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 3.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 3.4 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 3.1 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 3.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 2.7 1.4% 1 +1.4 pp +0.2 pp +0.1 pp +1.4 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 2.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.6 1.1% 4 -0.2 pp -0.4 pp -0.4 pp +1.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.6 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 2.4 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 2.3 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 2.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.3 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 2.2 0.9% 3 +0.5 pp +0.7 pp +0.9 pp +0.9 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.1 4.1% 1 +4.1 pp +2.7 pp +2.8 pp +4.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 1.9 0.6% 4 -0.0 pp -0.0 pp +0.5 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.8 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 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
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.6 0.8% 4 -0.0 pp -0.0 pp +0.1 pp +0.8 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 3 -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
☆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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -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% 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -2.8 pp -2.3 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 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 -0.1 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 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 (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