Signals

← Signals

☆GCOW

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

Flow ranking

Rank#16344
Score / z0.000 / -0.02
Consensus87.96 over 167 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 375.4 0.0% 5 +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 244.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.9 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 96.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 95.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 88.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 79.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 68.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 52.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 43.9 0.4% 6 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 13.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 11.7 1.4% 2 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 10.4 3.7% 4 +0.4 pp +0.1 pp +0.4 pp +3.7 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 10.3 1.6% 4 -0.0 pp -0.1 pp -0.7 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.0 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 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 8.8 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 8.5 5.8% 4 +2.2 pp +1.9 pp +2.1 pp +5.8 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 7.5 0.8% 4 +0.2 pp +0.3 pp +0.4 pp +0.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 5.2 1.2% 4 +0.2 pp -0.1 pp -0.3 pp +1.2 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 5.0 4.9% 4 +0.3 pp +0.2 pp +0.0 pp +4.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 4.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.0 1.0% 6 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.6 0.8% 4 -0.1 pp -0.1 pp -0.3 pp +0.8 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.1 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 2.1 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.0 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.8 1.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.6 1.4% 4 +0.2 pp +0.3 pp +0.2 pp +1.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.5 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.5 0.5% 4 +0.1 pp -0.2 pp +0.1 pp +0.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.2 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.0 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.9 0.7% 4 +0.1 pp +0.4 pp +0.4 pp +0.7 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.9 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +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 -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 +0.0 pp +0.0 pp -0.1 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
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 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
☆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
☆Cooper Financial Group CIK 0001751581 0.393 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆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
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -5.2 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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 GCOW). Qtrs Held counts distinct quarters this fund has actually held GCOW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GCOW position size. Δ columns are the percentage-point change in GCOW'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