Signals

← Signals

☆CGXU

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

Flow ranking

Rank#764
Score / z0.143 / 0.19
Consensus136.45 over 248 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 409.2 0.1% 3 +0.0 pp +0.0 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 171.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.6 0.0% 3 +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 139.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 122.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 114.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 95.6 1.5% 3 -0.1 pp +0.8 pp +1.5 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 84.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 62.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 61.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 58.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 55.9 6.8% 3 +1.7 pp +1.4 pp +6.8 pp +6.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 54.3 2.2% 3 -0.3 pp -0.1 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 46.8 7.3% 3 -0.8 pp -1.3 pp +7.3 pp +7.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 43.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 41.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 37.7 3.8% 3 -0.1 pp -0.2 pp +3.8 pp +3.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 37.1 2.1% 3 +0.5 pp +0.5 pp +2.1 pp +2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 31.6 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 25.2 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 23.0 10.6% 2 -0.1 pp +10.6 pp +10.6 pp +10.6 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 21.7 2.9% 3 -0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 21.2 6.1% 3 -0.6 pp +0.2 pp +6.1 pp +6.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 20.9 1.0% 3 +0.1 pp +0.5 pp +1.0 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 18.1 2.1% 3 -0.0 pp -0.5 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 17.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 17.8 4.2% 3 -0.0 pp -0.0 pp +4.2 pp +4.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 17.5 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 17.1 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 16.8 11.8% 3 +1.0 pp +0.6 pp +11.8 pp +11.8 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 16.4 3.7% 3 -0.0 pp +0.1 pp +3.7 pp +3.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 16.0 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 15.7 4.4% 3 +0.4 pp +0.5 pp +4.4 pp +4.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 13.3 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 12.5 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 12.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 10.9 9.5% 3 -0.5 pp -0.2 pp +9.5 pp +9.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.5 0.0% 4 -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 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 10.2 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 10.0 0.6% 3 -0.2 pp -0.7 pp +0.6 pp +0.6 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 10.0 1.4% 5 +0.2 pp +0.3 pp +0.1 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 8.7 5.5% 4 -0.2 pp +0.3 pp -0.9 pp +5.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 7.1 2.6% 3 -1.0 pp -4.3 pp +2.6 pp +2.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 6.4 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.8 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 5.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.6 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 5.5 3.1% 3 -0.0 pp -0.0 pp +3.1 pp +3.1 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 5.5 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 5.5 2.6% 3 -0.2 pp -0.0 pp +2.6 pp +2.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 4.9 3.1% 3 -0.1 pp +0.0 pp +3.1 pp +3.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 4.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 4.2 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 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 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 3.9 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.8 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 3.7 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.6 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 3.5 1.7% 3 -0.4 pp -0.2 pp +1.7 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 3.0 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 2.9 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.7 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.6 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 2.3 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 2.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.1 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.1 0.5% 3 -1.8 pp -1.6 pp +0.5 pp +0.5 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 2.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.9 1.4% 3 -0.4 pp -0.2 pp +1.4 pp +1.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.3 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.1 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp -0.0 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 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 -0.1 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.1 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
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 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 -0.2 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 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 -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.2 pp -0.2 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
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.6 pp -0.5 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 (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