Signals

← Signals

☆GBIL

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

Flow ranking

Rank#229
Score / z1.002 / 1.19
Consensus120.39 over 227 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 ▾
☆ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 1,353.4 19.2% 5 +2.6 pp +6.6 pp +11.0 pp +10.3 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 490.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 318.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 297.9 3.1% 5 +0.5 pp +1.0 pp +1.8 pp +1.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 224.8 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 222.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 211.3 12.8% 5 -0.2 pp +0.2 pp -0.6 pp -0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 203.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 170.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 139.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 105.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 98.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 88.6 1.0% 5 -0.5 pp -0.8 pp -2.7 pp -3.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 88.2 10.3% 5 -1.6 pp -1.6 pp -2.5 pp -7.2 pp
☆St. James Investment Company, LLC CIK 0001504492 0.505 24 86.3 13.7% 5 -12.2 pp +6.5 pp +7.0 pp +5.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 76.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 70.7 0.1% 6 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 64.2 9.4% 5 -0.7 pp -0.6 pp -0.5 pp -0.6 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 59.4 6.1% 5 -0.1 pp -0.3 pp +1.5 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 58.4 2.6% 5 -1.7 pp +1.8 pp +0.5 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 57.1 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 48.4 34.9% 5 -0.8 pp +1.5 pp -2.0 pp -0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 45.3 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.1 0.0% 5 -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 42.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 29.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 26.3 9.8% 5 +9.1 pp +8.7 pp +7.5 pp +8.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 25.0 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 23.5 1.3% 5 -0.3 pp -0.1 pp -0.4 pp -1.3 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 23.3 17.7% 2 -1.8 pp +17.7 pp +17.7 pp +17.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 21.9 2.1% 5 +0.3 pp +1.6 pp +1.1 pp +1.7 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 18.7 3.1% 5 +0.0 pp -0.1 pp -0.9 pp -0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 16.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Tevis Investment Management CIK 0001940416 0.217 104 15.7 8.6% 5 -3.3 pp +4.5 pp +4.5 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.5 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 14.4 3.0% 5 +2.1 pp +2.2 pp +1.6 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.8 0.7% 7 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 12.6 0.9% 6 -0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 11.9 2.5% 5 -0.3 pp -0.1 pp +0.7 pp +0.8 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 11.8 2.5% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 11.8 4.8% 5 -2.2 pp +0.7 pp -4.3 pp -6.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 11.8 7.8% 5 -3.9 pp -3.2 pp +5.9 pp +0.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 10.7 1.1% 5 -0.5 pp -2.0 pp -2.5 pp -2.3 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 10.1 0.6% 6 +0.2 pp -0.3 pp +0.3 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 9.9 1.0% 5 -0.6 pp -1.1 pp -1.0 pp -1.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 9.7 0.3% 5 +0.0 pp -0.0 pp -0.7 pp -0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Capital Management, Inc. CIK 0002100130 0.376 28 9.3 7.9% 2 -3.7 pp +7.9 pp +7.9 pp +7.9 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 9.3 1.4% 5 +1.1 pp +1.1 pp +1.2 pp +1.3 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 8.9 3.1% 2 -4.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 8.5 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 8.4 7.1% 2 +0.4 pp +7.1 pp +7.1 pp +7.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 8.3 0.9% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.3 6.2% 4 -0.6 pp -5.2 pp -5.2 pp +6.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.0 3.4% 5 -0.2 pp -0.3 pp -0.6 pp -1.9 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 7.8 2.2% 5 +0.3 pp +0.2 pp +0.8 pp +0.4 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 7.8 5.2% 5 -0.7 pp -0.6 pp -0.7 pp -1.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 7.5 1.5% 6 -0.3 pp -0.4 pp -0.5 pp -1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 7.4 0.6% 5 -0.6 pp +0.1 pp -0.2 pp -0.4 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 7.4 3.0% 5 -0.6 pp -0.2 pp -0.4 pp -1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.2 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.1 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.9 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 6.7 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 5.8 0.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.7 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆KG Capital Management CIK 0001771687 0.158 142 5.2 3.1% 5 +0.3 pp +2.4 pp +2.5 pp +2.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 4.4 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.464 184 4.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 4.2 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 4.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 4.0 1.5% 6 -0.7 pp -1.0 pp -1.4 pp -1.6 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 4.0 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 3.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 3.8 3.1% 5 -0.6 pp -1.8 pp -2.5 pp -4.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 3.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 3.6 0.8% 1 +0.8 pp -1.3 pp +0.8 pp +0.8 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 3.5 0.6% 3 -0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 3.4 1.0% 5 +0.5 pp -0.2 pp +0.2 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 3.3 2.2% 2 -3.3 pp +2.2 pp +2.2 pp +2.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 3.2 0.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 3.0 2.6% 5 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.0 1.6% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.9 0.3% 5 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.7 0.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.7 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 2.6 1.0% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 2.6 0.2% 5 -0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆Salvus Wealth Management, LLC CIK 0001809236 0.164 125 2.6 1.4% 5 -1.6 pp +0.6 pp +0.7 pp +0.6 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.5 0.3% 5 -0.2 pp -0.4 pp -1.0 pp -1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 2.4 1.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.4 0.2% 5 -0.3 pp +0.1 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.3 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 2.2 0.6% 5 -0.1 pp -0.5 pp -0.8 pp -0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 2.2 1.2% 6 -0.1 pp -0.3 pp -1.4 pp -2.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.1 0.2% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 2.1 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 2.0 1.8% 1 +1.8 pp +1.8 pp +1.6 pp +1.6 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 2.0 1.6% 5 -0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hudson Value Partners, LLC CIK 0001840501 0.359 108 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 2.0 1.2% 6 +0.2 pp +0.5 pp +0.9 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -1.0 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
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 +0.0 pp -0.1 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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 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 (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