Signals

← Signals

☆CGXU

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

Flow ranking

Rank#573
Score / z0.307 / 0.26
Consensus146.18 over 269 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+343% / 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 490.2 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 209.3 0.0% 4 +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 186.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 157.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 148.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 126.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 120.2 1.2% 4 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 113.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 105.3 1.8% 4 +0.3 pp +0.2 pp +1.0 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 89.1 0.1% 4 +0.0 pp +0.0 pp +0.0 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 84.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 73.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 59.6 7.4% 4 +0.6 pp +2.3 pp +2.0 pp +7.4 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 58.1 2.3% 4 +0.0 pp -0.3 pp -0.1 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 57.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.0 0.0% 4 -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 53.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 49.8 6.6% 4 -0.7 pp -1.5 pp -2.0 pp +6.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 44.2 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 43.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 42.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 38.4 6.2% 4 +2.4 pp +2.3 pp +2.2 pp +6.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 37.5 2.0% 4 -0.1 pp +0.5 pp +0.4 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 32.8 1.7% 4 +0.0 pp -0.0 pp +0.0 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 25.6 10.9% 3 +0.2 pp +0.1 pp +10.9 pp +10.9 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 25.2 7.1% 4 +1.0 pp +0.4 pp +1.1 pp +7.1 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 25.1 9.3% 2 +8.9 pp +9.3 pp +9.3 pp +9.3 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 23.9 1.1% 4 +0.1 pp +0.2 pp +0.7 pp +1.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 20.8 2.8% 4 -0.2 pp -0.2 pp -0.1 pp +2.8 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 19.8 9.9% 4 +0.4 pp -0.1 pp +0.2 pp +9.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 18.9 3.9% 4 +0.2 pp +0.3 pp +0.3 pp +3.9 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 18.5 5.1% 4 +0.7 pp +1.1 pp +1.2 pp +5.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 18.4 2.1% 4 +0.0 pp -0.0 pp -0.5 pp +2.1 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 17.8 4.4% 4 +0.2 pp +0.1 pp +0.1 pp +4.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 17.6 1.9% 4 +0.0 pp -0.1 pp -0.0 pp +1.9 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 17.1 11.5% 4 -0.3 pp +0.8 pp +0.3 pp +11.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 17.1 3.4% 4 -0.4 pp -0.4 pp -0.3 pp +3.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 14.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 13.9 2.1% 4 +0.0 pp -0.1 pp +0.0 pp +2.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 13.2 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 13.1 5.4% 3 +0.1 pp +0.1 pp +5.4 pp +5.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 10.3 1.4% 6 -0.0 pp +0.2 pp +0.3 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 9.7 4.1% 3 -0.2 pp -0.6 pp +4.1 pp +4.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 9.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 8.7 5.4% 5 -0.1 pp -0.3 pp +0.2 pp -0.9 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 8.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 8.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 8.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.5 0.5% 4 -0.2 pp -0.4 pp -0.8 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 6.7 2.2% 4 +0.3 pp +0.4 pp +0.6 pp +2.2 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 6.4 1.8% 4 +0.3 pp +0.4 pp +0.4 pp +1.8 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 5.8 1.3% 4 +0.1 pp +0.0 pp +0.0 pp +1.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.5 2.3% 4 +0.0 pp -0.1 pp +0.0 pp +2.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.4 1.9% 4 -0.6 pp -1.7 pp -5.0 pp +1.9 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.1 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 5.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 4.4 1.4% 4 +1.1 pp +1.1 pp +1.1 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 4.3 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 4.2 1.7% 4 +0.2 pp +0.1 pp +0.2 pp +1.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 3.9 2.7% 4 -0.1 pp -0.4 pp -0.2 pp +2.7 pp
☆CLG LLC CIK 0002059872 0.428 156 3.9 1.0% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 3.9 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.9 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.8 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 3.5 1.7% 4 +0.0 pp -0.4 pp -0.2 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 3.1 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.0 0.2% 4 -0.2 pp -0.1 pp -0.2 pp +0.2 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 3.0 1.1% 4 +0.0 pp +0.2 pp +0.2 pp +1.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.8% 4 +0.1 pp +0.1 pp -0.1 pp +0.8 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 2.9 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.8 1.3% 4 +0.3 pp +0.4 pp +0.4 pp +1.3 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.6 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.5 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 2.4 1.4% 4 -1.8 pp -1.8 pp -1.8 pp +1.4 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.3 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 2.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.3 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 2.2 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 2.2 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.1 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 2.1 0.9% 4 +0.1 pp +0.4 pp +0.4 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 -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 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 1.9 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.9 1.4% 4 +0.0 pp -0.3 pp -0.2 pp +1.4 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.9 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.7 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.4 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.4 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.4 0.9% 4 +0.1 pp +0.1 pp +0.3 pp +0.9 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.4 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.4 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
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☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 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% 4 +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% 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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% 5 -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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +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
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 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% 4 +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% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 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 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -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% 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 -0.2 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
☆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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆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
☆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
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.5 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -2.6 pp -2.8 pp -2.7 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆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
☆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
☆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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -3.1 pp -3.2 pp -3.1 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -2.3 pp -2.4 pp -2.4 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 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
☆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
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.7 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (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