Signals

← Signals

☆GBIL

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

Flow ranking

Rank#353
Score / z0.581 / 0.73
Consensus96.29 over 186 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 506.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 500.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 277.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 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 268.7 0.0% 2 -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 209.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 178.2 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 152.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 140.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 134.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 119.8 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 118.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 104.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 93.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 71.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 60.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 58.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 49.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 46.7 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 41.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 37.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 37.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 34.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 34.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 32.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 28.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 23.5 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 19.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 19.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 18.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 18.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 12.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 12.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 12.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 11.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 10.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 9.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 8.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 8.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 8.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.9 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 7.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 7.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 6.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 6.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 5.2 3.2% 2 +3.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 4.7 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 4.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 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 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.3 pp -0.4 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 GBIL). Qtrs Held counts distinct quarters this fund has actually held GBIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBIL position size. Δ columns are the percentage-point change in GBIL'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