Signals

← Signals

☆GCOW

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

Flow ranking

Rank#17578
Score / z0.000 / -0.02
Consensus97.44 over 181 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 361.0 0.0% 6 -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 250.9 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 164.5 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 105.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 89.2 4.4% 2 -1.0 pp +4.4 pp +4.4 pp +4.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 82.2 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 74.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 65.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 59.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 49.6 0.4% 7 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.6 0.0% 6 -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 31.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 17.9 0.5% 1 +0.5 pp +0.5 pp +0.1 pp +0.2 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 17.5 3.2% 1 +3.2 pp +3.2 pp +2.3 pp +2.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.7 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 12.2 1.2% 3 -0.3 pp +0.7 pp +1.2 pp +1.2 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 9.8 3.2% 5 -0.5 pp -0.1 pp -0.4 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 9.4 1.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 8.5 0.8% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 8.3 5.1% 5 -0.6 pp +1.6 pp +1.2 pp +1.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.8 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 4.9 1.9% 5 +0.8 pp +1.0 pp +0.7 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.5 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 3 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.8% 7 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 6 -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 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.3 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.2 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.1 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 3.1 0.3% 1 +0.3 pp +0.3 pp +0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.9 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 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
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 2.0 1.1% 5 -0.2 pp -0.1 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.9 0.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.8 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 5 -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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.7 0.9% 6 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.6 1.1% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.4 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.3 0.4% 5 -0.1 pp -0.0 pp -0.3 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 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 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 0.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.9 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.7 0.4% 5 -0.3 pp -0.2 pp +0.1 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.4 0.2% 2 -2.7 pp +0.2 pp +0.2 pp +0.2 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 5 -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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
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 (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