Signals

← Signals

☆CGNG

151 in-universe funds with a nonzero position in CGNG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2934
Score / z0.000 / -0.00
Consensus76.14 over 140 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 94.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 75.1 1.3% 2 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 41.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 15.7 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 15.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 13.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 12.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.9 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 5.3 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 3 +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 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 2.2 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.6 0.6% 2 -1.9 pp +0.6 pp +0.6 pp +0.6 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendel Money Management CIK 0001600585 0.195 127 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 2 -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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 1.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 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
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 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 CGNG). Qtrs Held counts distinct quarters this fund has actually held CGNG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGNG position size. Δ columns are the percentage-point change in CGNG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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