Signals

← Signals

☆CGSM

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

Flow ranking

Rank#3338
Score / z0.000 / -0.02
Consensus73.68 over 128 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)
–
Fund Positions
–
Quarters Held
–

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 0.968 446 346.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 305.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 94.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 83.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 71.5 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 34.9 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.3 0.0% 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 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.9 0.0% 5 +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 10.9 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 10.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 8.3 3.0% 3 +0.4 pp +2.1 pp +3.0 pp +3.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 5.3 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 4.1 2.7% 5 +0.0 pp -0.2 pp -0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.6 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 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
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 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 3.0 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 2.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 2.2 0.9% 4 -0.0 pp +0.1 pp +0.3 pp +0.9 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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 2.0 1.2% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.8 1.0% 5 -0.2 pp -1.0 pp -1.0 pp -8.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 1.8 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.3 0.0% 1 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 1.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lakeside Advisors, INC. CIK 0001913467 0.512 65 1.2 0.7% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.2 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.1 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.8 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 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
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 1 +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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 4 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.2 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -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% 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -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
☆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
☆Betterment LLC CIK 0001633901 0.437 675 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆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
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -1.7 pp -1.6 pp -1.8 pp -1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 0.0 0.0% 0 -1.0 pp -0.9 pp -0.9 pp -0.6 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
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 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
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 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 +0.0 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
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 CGSM). Qtrs Held counts distinct quarters this fund has actually held CGSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGSM position size. Δ columns are the percentage-point change in CGSM'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