Signals

← Signals

☆CGUS

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

Flow ranking

Rank#660
Score / z0.226 / 0.25
Consensus160.66 over 319 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 1,438.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 626.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 555.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 439.2 0.1% 6 +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 343.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 298.7 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 284.2 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 269.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 233.6 3.3% 5 -0.0 pp +0.3 pp +0.3 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 197.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 188.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 162.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 126.2 1.2% 5 +0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 117.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 115.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 113.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 104.7 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 100.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 78.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 71.2 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 64.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 63.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 60.9 0.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 60.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 59.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 54.2 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 48.1 13.6% 5 +0.7 pp +0.1 pp -0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 46.9 4.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 44.1 2.7% 3 +0.0 pp +0.3 pp +2.7 pp +2.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 37.2 0.7% 5 -0.3 pp -0.6 pp -0.9 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 30.1 0.9% 4 -0.2 pp -0.1 pp +0.8 pp +0.9 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 29.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 26.6 3.2% 5 +0.3 pp +0.0 pp +0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 22.4 5.6% 3 -1.3 pp -5.5 pp +5.6 pp +5.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 21.4 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 21.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.5 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 19.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 19.2 1.7% 5 -0.0 pp -5.9 pp -6.3 pp -9.3 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 19.2 7.5% 5 +0.3 pp +0.1 pp +4.4 pp +6.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 18.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 18.5 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 18.2 9.6% 2 +5.1 pp +9.6 pp +9.6 pp +9.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 16.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 16.5 6.0% 5 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 15.9 3.0% 5 +0.2 pp +0.1 pp +0.3 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.1 0.8% 5 +0.0 pp +0.0 pp -0.7 pp -0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 13.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 13.8 9.9% 2 +0.4 pp +9.9 pp +9.9 pp +9.9 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 13.7 2.6% 3 +1.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.5 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 12.4 0.5% 5 -0.0 pp -0.0 pp +0.4 pp +0.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 12.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 11.7 10.3% 2 -1.0 pp +10.3 pp +10.3 pp +10.3 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 11.4 8.4% 5 +0.3 pp +0.2 pp +0.2 pp +1.4 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 11.3 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 11.0 6.4% 3 +0.3 pp -0.4 pp +6.4 pp +6.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 10.5 1.0% 3 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.2 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 9.6 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 9.6 5.2% 5 +0.2 pp -0.1 pp -1.6 pp -1.5 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 9.1 5.9% 5 -3.1 pp -3.6 pp -4.2 pp -4.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 8.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 8.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 7.7 4.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 7.7 0.4% 2 +0.1 pp +0.4 pp -0.2 pp -0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.5 0.6% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.4 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.3 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 6.5 2.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 5.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 5.9 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.7 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 5.6 1.8% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 5.6 3.8% 5 +0.2 pp +0.1 pp -0.5 pp -0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.5 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.5 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 5.2 2.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.1 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.1 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 4.8 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.5 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 4.5 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 4.4 1.4% 5 -0.2 pp -0.5 pp -0.7 pp -1.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 4.2 1.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.0 1.0% 5 +0.0 pp -0.5 pp -0.5 pp -0.9 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 4.0 1.7% 2 -0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.0 1.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 3.9 0.8% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.8 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 3.7 2.1% 5 +0.1 pp -0.1 pp +0.2 pp +0.5 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 3.3 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 3.3 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 3.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 3.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 3.0 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 3.0 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.9 1.0% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 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
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 -0.1 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
☆Capital Research Global Investors CIK 0001422848 0.983 426 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
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆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
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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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 (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