Signals

← Signals

☆CGNG

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

Flow ranking

Rank#1083
Score / z0.066 / 0.06
Consensus113.62 over 213 funds
Momentumnot computed

Price & positioning

225 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 330.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 201.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 152.6 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 145.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 137.0 1.9% 5 +0.2 pp +0.6 pp +0.7 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 123.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 59.1 0.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 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 55.5 0.0% 4 +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 42.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.8 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 28.8 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 28.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 24.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 23.5 3.6% 5 +0.2 pp +0.8 pp +1.0 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 23.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 19.5 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 19.3 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 18.7 2.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 17.8 9.3% 2 +0.4 pp +9.3 pp +9.3 pp +9.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.7 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 12.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 11.2 1.4% 4 -0.0 pp +0.0 pp +0.9 pp +1.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 10.8 2.1% 2 +1.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.5 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 9.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 9.1 3.0% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 8.4 2.7% 5 +0.2 pp +0.4 pp +1.0 pp +2.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 7.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 7.5 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 7.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 6.6 2.6% 5 +0.1 pp +0.1 pp +1.5 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 6.3 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 5.6 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 5.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 5.4 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.9 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 4.8 0.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 4.5 1.4% 3 -0.6 pp -0.4 pp +1.4 pp +1.4 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 4.4 1.6% 5 +0.4 pp +0.5 pp +0.7 pp +0.9 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 4.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 3.3 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 3.2 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 3.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 3.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 2.9 1.1% 4 +0.3 pp +0.8 pp +1.0 pp +1.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 2.5 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.4 0.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 2.4 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.2 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆BFSG, LLC CIK 0001706836 0.376 765 2.1 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mendel Money Management CIK 0001600585 0.195 127 2.1 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 1.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.8 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 1.8 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.7 0.5% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.3 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 1.2 0.8% 5 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.1 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 1.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.1 0.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.0 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 1.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.0 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearview Wealth Management LLC CIK 0001857588 0.564 62 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TOWLE & CO CIK 0001224014 0.032 59 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.8 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 0.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.7 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.6 0.2% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.5 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.4 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 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
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 4 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +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
☆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
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 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% 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
☆Vision Retirement, LLC CIK 0002069023 0.485 621 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% 4 +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
☆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
☆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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.1 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 -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 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
☆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
☆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
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 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 -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.2 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
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -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% 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
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 (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