Signals

← Signals

☆CGXU

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

Flow ranking

Rank#852
Score / z0.125 / 0.14
Consensus98.25 over 194 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+16% / 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 244.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 203.8 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 147.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 139.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 130.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 125.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 114.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 110.0 0.0% 1 +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 98.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 97.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 85.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 43.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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 42.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 41.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 39.7 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 39.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 36.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 32.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 32.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 25.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 24.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 20.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 18.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 17.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 17.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 16.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 16.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 15.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 14.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 14.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 14.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 14.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 14.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 11.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 10.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 8.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 7.7 5.2% 2 -1.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 6.2 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 5.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 4.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 4.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 4.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 3.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 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 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.8 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.3 0.0% 1 +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
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 2 -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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 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
☆CX Institutional CIK 0001737089 0.437 1568 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +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% 1 +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 CGXU). Qtrs Held counts distinct quarters this fund has actually held CGXU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGXU position size. Δ columns are the percentage-point change in CGXU'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