Signals

← Signals

☆CGUS

451 in-universe funds with a nonzero position in CGUS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#480
Score / z0.414 / 0.35
Consensus154.33 over 306 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+47% / 1.0d ⚡

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 1,077.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 535.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 338.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 292.5 0.1% 4 -0.0 pp +0.0 pp +0.0 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 264.3 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 251.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 242.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 232.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 195.9 3.3% 4 +0.3 pp +0.3 pp +1.9 pp +3.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 163.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 113.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 105.8 1.1% 4 +0.7 pp +0.8 pp +0.8 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 90.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 88.6 0.7% 4 -0.0 pp -0.1 pp +0.6 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 81.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 80.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 68.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 65.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 51.2 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 50.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 49.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 49.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 40.5 13.0% 4 -0.6 pp -0.7 pp -0.6 pp +13.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 39.5 1.0% 4 -0.3 pp -0.7 pp -0.0 pp +1.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 38.3 4.4% 4 -0.1 pp +0.0 pp -0.0 pp +4.4 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 37.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 36.1 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 26.5 1.1% 3 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 24.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 20.6 2.9% 4 -0.3 pp -0.2 pp -0.1 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 18.5 6.9% 2 -4.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.4 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.9 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 17.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 16.7 1.7% 4 -5.9 pp -6.3 pp -9.3 pp +1.7 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 16.3 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 16.2 7.2% 4 -0.1 pp +4.1 pp +6.6 pp +7.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 16.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 15.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 14.0 5.8% 4 -0.1 pp -0.1 pp +0.1 pp +5.8 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 13.7 2.8% 4 -0.1 pp +0.1 pp +0.3 pp +2.8 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 13.3 9.0% 4 -0.5 pp -1.0 pp -0.8 pp +9.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.8 0.7% 4 -0.0 pp -0.8 pp -0.4 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 11.7 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 11.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 11.0 0.5% 4 -0.0 pp +0.4 pp +0.3 pp +0.5 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 10.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 10.2 8.1% 4 -0.1 pp -0.1 pp +1.1 pp +8.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 9.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 9.3 6.2% 2 -0.7 pp +6.2 pp +6.2 pp +6.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.6 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 8.4 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.1 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 7.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 7.5 5.0% 4 -0.3 pp -1.8 pp -1.7 pp +5.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.2 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 6.8 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 6.2 4.3% 4 +0.3 pp +0.3 pp +0.4 pp +4.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.1 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 5.5 2.6% 4 +0.2 pp +0.2 pp +0.4 pp +2.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.1 2.3% 4 -0.1 pp -0.1 pp -0.4 pp +2.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.0 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 4.8 3.7% 4 -0.0 pp -0.7 pp -0.5 pp +3.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.6 0.3% 1 +0.3 pp -0.3 pp -0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.2 1.5% 4 -0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 4.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 4.1 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 3.8 1.4% 4 +0.0 pp +0.3 pp +0.2 pp +1.4 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 3.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.7 1.6% 4 -0.3 pp -0.4 pp -0.7 pp +1.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.6 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 3.6 0.8% 4 -0.0 pp +0.2 pp +0.1 pp +0.8 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 1.0% 4 -0.5 pp -0.5 pp -0.9 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.2 1.5% 4 +0.0 pp +0.2 pp +0.4 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 3.1 2.1% 4 -0.1 pp +0.1 pp +0.4 pp +2.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.9 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.7 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 2.7 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 2.6 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.5 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.3 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +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 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 -0.0 pp -0.0 pp -0.5 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆BAYBAN CIK 0002110649 0.250 595 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 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% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 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% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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% 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 -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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -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% 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +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% 1 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 2 -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 +0.0 pp -0.3 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 +0.0 pp -0.2 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 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 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 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
☆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
☆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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 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 +0.0 pp -0.1 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 -0.1 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 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
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 -0.2 pp +0.0 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 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
☆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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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