Signals

GDEC

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

Flow ranking

Rank#24133
Score / z-0.015 / -0.04
Consensus36.33 over 64 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 42.7 2.8% 5 +1.3 pp +1.3 pp +1.4 pp +1.1 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 41.1 11.2% 3 -0.0 pp +6.7 pp +11.2 pp +11.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 13.0 2.6% 5 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 8.8 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 2.7 0.5% 5 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 2.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 2.0 0.5% 6 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.7 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 1.0 0.5% 2 -0.0 pp +0.5 pp -1.4 pp -1.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 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 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.7 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integras Partners LLC CIK 0002055384 0.140 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 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 0.1 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 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 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -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
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.7 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -2.8 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 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
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 GDEC). Qtrs Held counts distinct quarters this fund has actually held GDEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GDEC position size. Δ columns are the percentage-point change in GDEC'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