Signals

← Signals

☆GBIL

356 in-universe funds with a nonzero position in GBIL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#292
Score / z0.679 / 1.02
Consensus88.15 over 166 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 497.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 478.0 8.2% 2 -0.8 pp +8.2 pp +8.2 pp +8.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 252.2 3.8% 2 -0.9 pp +3.8 pp +3.8 pp +3.8 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 246.4 0.0% 3 -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 234.4 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 208.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 171.7 13.4% 2 -0.2 pp +13.4 pp +13.4 pp +13.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 160.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 143.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 124.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 120.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 95.7 12.8% 2 -4.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 88.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 70.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 60.5 9.9% 2 -0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 58.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 49.6 36.9% 2 +1.1 pp +36.9 pp +36.9 pp +36.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 42.5 6.7% 2 -1.3 pp +6.7 pp +6.7 pp +6.7 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 37.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 34.3 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 33.2 4.6% 2 -1.5 pp +4.6 pp +4.6 pp +4.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 29.2 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 23.2 1.7% 2 -0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 20.9 9.1% 2 -1.9 pp +9.1 pp +9.1 pp +9.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 20.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 19.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 17.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 16.3 1.9% 2 -0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 14.1 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 13.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 11.3 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 10.8 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 9.9 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.8 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 9.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 9.0 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.8 4.1% 2 -1.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 8.7 1.9% 3 -0.8 pp -0.9 pp +1.9 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 8.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.7 5.9% 2 -0.6 pp +5.9 pp +5.9 pp +5.9 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 7.2 3.4% 2 -0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 6.8 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 6.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 6.7 5.6% 2 -2.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 6.5 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 6.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.0 1.3% 2 -0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 6.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 5.9 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 5.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 5.1 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 4.6 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 4.5 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 4.3 2.5% 3 -0.7 pp +2.3 pp +2.5 pp +2.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.0 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Retireful, LLC CIK 0001919176 0.005 81 3.9 3.8% 2 +0.7 pp +3.8 pp +3.8 pp +3.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 3.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 3.7 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.6 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.2 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 3.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KG Capital Management CIK 0001771687 0.158 142 2.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 2.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.3 1.9% 2 -5.4 pp +1.9 pp +1.9 pp +1.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 2.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.6 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 1.4 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 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% 2 -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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 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% 2 -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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -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 +0.0 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.0 0.0% 0 -0.1 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
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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