Signals

← Signals

☆CGMU

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

Flow ranking

Rank#1139
Score / z0.053 / 0.05
Consensus149.49 over 272 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 1,377.1 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 376.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 318.4 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 298.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 271.8 0.1% 1 +0.1 pp +0.1 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 238.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 151.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 142.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 106.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.1 0.1% 4 -0.0 pp -0.0 pp -0.0 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 66.3 0.0% 6 +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 61.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 53.5 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 43.6 2.8% 5 -0.5 pp -0.5 pp -0.4 pp -0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 43.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 38.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 36.3 1.4% 5 -0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 35.9 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 32.1 0.9% 5 -0.3 pp -0.4 pp -0.1 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 29.6 0.7% 5 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 25.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 24.3 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 23.0 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 20.4 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 18.2 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 16.0 1.8% 5 -0.2 pp +0.0 pp +0.5 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 12.7 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 11.6 4.3% 4 -0.2 pp +0.1 pp +1.0 pp +4.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 11.4 2.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 11.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 11.1 0.5% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 10.5 9.3% 2 +1.2 pp +9.3 pp +9.3 pp +9.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 10.4 3.8% 3 +0.1 pp -0.2 pp +3.8 pp +3.8 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 9.8 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.5 0.9% 5 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 9.0 5.4% 5 -1.1 pp -0.8 pp -0.5 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.9 0.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 8.9 5.9% 5 +0.0 pp +1.6 pp +2.4 pp +1.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 8.7 3.0% 2 -0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 8.4 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 8.4 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 8.3 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 8.0 1.9% 5 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 7.5 4.3% 6 -1.0 pp -0.6 pp -0.3 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 7.4 3.6% 2 +3.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 7.3 2.4% 5 -0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.2 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.5 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 6.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 6.3 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 6.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 5.8 2.0% 4 +0.1 pp +0.3 pp +1.3 pp +2.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.3 0.3% 2 +0.1 pp +0.3 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 5.2 2.9% 5 -0.1 pp -0.1 pp +0.6 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 5 -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 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 4.6 0.9% 4 +0.0 pp +0.4 pp +0.5 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.5 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 4.3 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.3 0.8% 3 -0.3 pp -0.2 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.3 0.0% 2 +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% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 4.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.9 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 3.9 1.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.8 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 3.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.7 1.0% 5 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 3.6 1.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 3.6 1.1% 5 -0.4 pp -0.3 pp -0.4 pp -0.8 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 3.5 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 3.5 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 3.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 3.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 3.4 0.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.7 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 3.2 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.2 0.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 3.0 0.3% 1 +0.3 pp +0.3 pp -0.4 pp -0.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 2.9 1.3% 2 -0.0 pp +1.3 pp +0.2 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.8 1.0% 5 -0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.8 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 2.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 2.6 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 2.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.6 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 2.4 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 2.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.3 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 2.3 0.9% 4 -0.0 pp +0.5 pp +0.7 pp +0.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.2 0.7% 4 +0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.0 0.4% 3 +0.2 pp -0.0 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.7 1.1% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Burton Enright Welch CIK 0002105919 0.824 136 1.6 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.5 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.4 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.3 0.3% 6 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.1 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆VestGen Investment Management CIK 0001511739 0.060 218 0.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.8 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.8 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
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☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.5 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 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 (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