Signals

← Signals

☆CGUS

397 in-universe funds with a nonzero position in CGUS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22179
Score / z-0.044 / -0.07
Consensus150.99 over 296 funds
Momentumno 12m return

Price & positioning

227 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 954.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 463.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 294.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 270.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 247.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 243.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 239.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 212.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 189.1 3.0% 3 -0.0 pp +1.6 pp +3.0 pp +3.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 158.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 138.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 88.2 0.7% 3 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 86.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 80.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 80.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 71.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 48.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 47.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 47.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 45.9 1.3% 3 -0.4 pp +0.3 pp +1.3 pp +1.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 43.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 39.3 13.5% 3 -0.1 pp -0.0 pp +13.5 pp +13.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 38.9 4.5% 3 +0.1 pp +0.1 pp +4.5 pp +4.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 34.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 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 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 29.6 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 29.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 26.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 26.5 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 20.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 18.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 18.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 17.7 7.6% 3 -0.4 pp -3.4 pp +7.6 pp +7.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 17.1 3.2% 3 +0.0 pp +0.1 pp +3.2 pp +3.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 16.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 15.9 7.3% 3 +4.3 pp +6.7 pp +7.3 pp +7.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 14.3 4.2% 3 -0.1 pp -6.1 pp +4.2 pp +4.2 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 14.3 5.9% 3 +0.1 pp +0.2 pp +5.9 pp +5.9 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 13.3 9.5% 3 -0.6 pp -0.4 pp +9.5 pp +9.5 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 13.3 2.9% 3 +0.2 pp +0.4 pp +2.9 pp +2.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.7 0.7% 3 -0.7 pp -0.4 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 11.4 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 10.7 8.2% 3 -0.0 pp +1.2 pp +8.2 pp +8.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 10.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 9.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 8.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.5 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 7.6 5.4% 3 -1.5 pp -1.4 pp +5.4 pp +5.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 7.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.2 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.9 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 5.7 4.0% 3 -0.0 pp +0.1 pp +4.0 pp +4.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.5 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.3 2.4% 3 +0.0 pp -0.3 pp +2.4 pp +2.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 5.2 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 5.1 1.5% 3 +0.0 pp -0.4 pp +1.5 pp +1.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 5.0 3.7% 3 -0.7 pp -0.4 pp +3.7 pp +3.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.2 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 3.9 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.9 1.9% 3 -0.2 pp -0.4 pp +1.9 pp +1.9 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 3.8 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 3.8 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 3.6 0.6% 3 -0.5 pp -1.4 pp +0.6 pp +0.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 3.2 2.2% 3 +0.2 pp +0.5 pp +2.2 pp +2.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.0 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.7 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 2.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.7 0.0% 3 +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
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.6 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 2.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 2.5 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.4 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.4 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.2 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 -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
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 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% 3 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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% 3 +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% 3 -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
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 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 -0.1 pp +0.0 pp +0.0 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
☆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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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