Signals

CGV

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

Flow ranking

Rank#3331
Score / z0.000 / -0.02
Consensus12.32 over 15 funds
Momentumnot computed

Price & positioning

67 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 13.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 6.2 0.3% 6 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 3.8 2.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +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
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 CGV). Qtrs Held counts distinct quarters this fund has actually held CGV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGV position size. Δ columns are the percentage-point change in CGV'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