Signals

← Signals

☆CGUS

320 in-universe funds with a nonzero position in CGUS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#427
Score / z0.459 / 0.57
Consensus117.31 over 243 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 597.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 381.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 209.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 185.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 178.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 163.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 142.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 141.7 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 115.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 67.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 49.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 44.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 36.1 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 34.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 31.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 29.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 27.7 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 25.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 23.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 17.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 17.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 14.6 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 14.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 14.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 12.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 11.6 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 10.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 9.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 9.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 8.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 8.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 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 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 4.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 4.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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% 1 +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% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 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
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 CGUS). Qtrs Held counts distinct quarters this fund has actually held CGUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGUS position size. Δ columns are the percentage-point change in CGUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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