Signals

← Signals

☆CGSD

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

Flow ranking

Rank#1034
Score / z0.078 / 0.08
Consensus74.19 over 136 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 ▾
☆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 194.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 194.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 68.5 0.1% 5 -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 65.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 61.3 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 60.4 0.9% 5 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 59.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 56.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 51.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 41.6 0.4% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 36.6 8.6% 6 -2.1 pp -1.4 pp +7.1 pp +7.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 35.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 35.0 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 29.1 5.5% 5 -0.0 pp -0.0 pp +0.6 pp +0.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 18.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 14.9 2.9% 5 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 14.7 2.7% 4 -0.6 pp -0.4 pp +1.2 pp +2.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 14.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 13.6 1.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 11.9 10.8% 2 -0.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 11.8 0.9% 3 +0.1 pp +0.7 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.4 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 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 9.1 4.0% 2 +2.8 pp +4.0 pp +4.0 pp +4.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 8.8 7.0% 2 -0.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 8.6 0.2% 2 +0.1 pp +0.2 pp -0.0 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 8.5 3.0% 5 +0.4 pp +0.5 pp +0.8 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 5.6 0.4% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 5.1 1.6% 5 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 4.5 0.6% 5 -0.5 pp -0.5 pp -0.4 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 4.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 4.4 2.0% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.2 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 3.8 2.1% 2 -2.4 pp +2.1 pp +2.1 pp +2.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.5 1.9% 5 -0.2 pp -0.3 pp -0.8 pp -0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 3.3 1.5% 5 -0.6 pp -0.6 pp -0.2 pp -0.3 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 3.3 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.1 1.2% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.9 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 2.6 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 2.5 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CLG LLC CIK 0002059872 0.428 156 2.3 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 2.3 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 2.1 1.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.8 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.7 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 1.7 0.4% 5 -0.1 pp -2.2 pp -2.6 pp -2.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.5 0.2% 4 -0.0 pp -0.2 pp -0.0 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.4 0.0% 2 -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 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.0 0.3% 5 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.9 0.1% 1 +0.1 pp +0.1 pp -2.4 pp -2.7 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 5 -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 0.298 493 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.6 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 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 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 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.5 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 5 +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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 5 -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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Global Investments CIK 0001697953 0.729 523 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
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 0.110 127 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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% 3 +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
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 2 -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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 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 +0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.7 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 0.0 0.0% 0 -2.4 pp -2.6 pp -4.9 pp -5.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.3 pp -9.9 pp -5.2 pp -0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 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
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 0 +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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 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
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -1.7 pp -2.1 pp -2.4 pp -3.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.1 pp -0.1 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
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 CGSD). Qtrs Held counts distinct quarters this fund has actually held CGSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGSD position size. Δ columns are the percentage-point change in CGSD'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