Signals

← Signals

☆GARP

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

Flow ranking

Rank#1586
Score / z0.004 / -0.01
Consensus70.86 over 133 funds
Momentumnot computed

Price & positioning

227 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)
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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 321.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 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 151.4 0.0% 5 +0.0 pp +0.0 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 104.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 65.4 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 41.9 7.6% 5 +1.1 pp +1.0 pp +1.2 pp +1.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 37.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp -1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 33.3 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 32.9 0.5% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 30.9 0.6% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.2 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 27.7 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 24.8 3.1% 5 +0.2 pp -1.0 pp -1.0 pp -0.6 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 23.8 0.7% 5 +0.1 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 22.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 20.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 20.1 5.8% 5 +0.7 pp +0.6 pp +0.5 pp +0.5 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 17.5 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 16.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 15.5 1.8% 5 +0.5 pp +0.5 pp +0.6 pp +0.7 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 15.3 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 13.3 1.5% 5 +0.1 pp -0.7 pp -0.7 pp -0.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 13.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.5 1.0% 3 +0.2 pp +0.8 pp +1.0 pp +1.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 11.9 3.4% 4 +0.3 pp +0.3 pp +0.3 pp +3.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 11.7 0.9% 4 +0.3 pp +0.4 pp +0.5 pp +0.9 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 11.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 9.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 9.2 6.8% 5 +1.1 pp +1.1 pp +1.4 pp +6.5 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 8.2 6.5% 4 +3.1 pp +3.8 pp +3.7 pp +6.5 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 8.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 7.6 2.2% 3 +2.0 pp +2.1 pp +2.2 pp +2.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 6.0 2.4% 3 +0.7 pp +0.6 pp +2.4 pp +2.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 5.8 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.7 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 5.3 3.1% 4 +0.2 pp +0.1 pp +0.3 pp +3.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.5 1.8% 5 +0.1 pp +0.1 pp +0.4 pp -0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 4.3 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 3.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.9 0.4% 4 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 2.8 0.7% 4 +0.1 pp +0.2 pp +0.5 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 2.5 2.2% 4 +0.3 pp +0.3 pp +0.2 pp +2.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.8 1.0% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 1.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 1.4 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.4 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.7 0.3% 5 -0.3 pp -0.2 pp +0.0 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 2 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 -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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆Boston Partners CIK 0001386060 0.833 802 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.2 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 2 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 5 +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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 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 GARP). Qtrs Held counts distinct quarters this fund has actually held GARP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GARP position size. Δ columns are the percentage-point change in GARP'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