Signals

GDX

1209 in-universe funds with a nonzero position in GDX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22710
Score / z-0.407 / -0.59
Consensus309.18 over 638 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-6% / 2.1d

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
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 1,665.4 0.7% 3 +0.2 pp +0.5 pp +0.7 pp +0.7 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 1,104.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 767.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 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 642.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 605.0 2.1% 3 +0.5 pp +1.0 pp +2.1 pp +2.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 507.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 307.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 300.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 295.7 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 257.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 233.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 230.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 219.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 187.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 124.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 120.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 109.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 102.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.4 0.0% 3 +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 89.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 85.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 85.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 83.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 78.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 74.3 13.6% 3 +0.2 pp +0.3 pp +13.6 pp +13.6 pp
Vanderbilt University CIK 0001825985 0.404 74 70.3 12.0% 3 +1.7 pp +4.0 pp +12.0 pp +12.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 68.5 0.1% 3 -0.0 pp +0.0 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 65.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 65.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 61.6 0.7% 3 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 60.6 2.2% 3 -0.8 pp +0.0 pp +2.2 pp +2.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 60.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 57.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 56.2 0.6% 3 -2.1 pp -1.0 pp +0.6 pp +0.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 55.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 51.2 2.1% 3 +0.1 pp +0.6 pp +2.1 pp +2.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 50.3 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Panview Capital Ltd CIK 0002035224 0.562 14 49.2 17.7% 3 -3.4 pp +4.9 pp +17.7 pp +17.7 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 48.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 47.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 44.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 42.4 9.4% 3 +0.1 pp +2.0 pp +9.4 pp +9.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 42.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 41.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 41.2 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 39.8 3.3% 3 -0.3 pp +0.7 pp +3.3 pp +3.3 pp
WS MANAGEMENT LLLP CIK 0000877338 0.651 31 36.2 4.8% 3 -3.7 pp +0.6 pp +4.8 pp +4.8 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 34.3 2.3% 3 +0.8 pp +0.8 pp +2.3 pp +2.3 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 34.0 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Jain Global LLC CIK 0002024579 0.024 1417 33.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 33.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 31.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 30.6 7.3% 3 -0.6 pp +2.3 pp +7.3 pp +7.3 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 30.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 29.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 28.3 2.4% 3 +0.1 pp +0.5 pp +2.4 pp +2.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 26.2 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 25.3 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 24.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 24.0 3.0% 3 +0.5 pp +0.8 pp +3.0 pp +3.0 pp
Forest Hill Capital, LLC CIK 0001316550 0.833 21 24.0 12.3% 3 -0.3 pp +1.9 pp +12.3 pp +12.3 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 23.7 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 23.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 23.0 0.7% 3 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 22.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 21.6 3.7% 3 +0.2 pp +1.0 pp +3.7 pp +3.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 21.5 5.2% 3 -0.1 pp +1.1 pp +5.2 pp +5.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 21.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 21.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MENLO ADVISORS LLC CIK 0001279708 0.524 30 19.5 8.8% 3 +0.5 pp +2.2 pp +8.8 pp +8.8 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 18.9 4.0% 3 +0.2 pp -0.0 pp +4.0 pp +4.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 18.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 18.6 1.7% 3 -0.1 pp +0.3 pp +1.7 pp +1.7 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 18.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 18.2 0.8% 3 -1.7 pp +0.1 pp +0.8 pp +0.8 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 17.8 1.9% 3 -0.9 pp -0.2 pp +1.9 pp +1.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 17.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 17.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 17.5 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 17.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 17.4 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Crocodile Capital Partners GmbH CIK 0001956498 0.772 12 17.2 10.3% 3 -2.2 pp -7.2 pp +10.3 pp +10.3 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 17.2 1.7% 3 +0.1 pp +0.6 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 17.1 4.8% 3 -1.3 pp -0.5 pp +4.8 pp +4.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 16.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 16.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 16.5 0.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 15.9 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 15.3 4.0% 3 +0.2 pp +0.8 pp +4.0 pp +4.0 pp
NWAM LLC CIK 0001655006 0.392 684 15.3 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 15.2 2.1% 3 +0.2 pp +1.0 pp +2.1 pp +2.1 pp
CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 15.1 9.7% 3 -3.1 pp -0.9 pp +9.7 pp +9.7 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 15.0 3.5% 3 -0.0 pp +0.2 pp +3.5 pp +3.5 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.9 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 14.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
White Pine Investment CO CIK 0001318259 0.426 72 13.4 3.2% 3 +0.3 pp +1.1 pp +3.2 pp +3.2 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 13.2 6.7% 3 +0.3 pp +1.9 pp +6.7 pp +6.7 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 13.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 13.1 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 12.9 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 12.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 12.9 2.4% 3 -0.1 pp +0.5 pp +2.4 pp +2.4 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 12.6 0.3% 3 -0.5 pp -0.3 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 12.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.1 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 11.8 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 11.7 5.7% 3 +0.0 pp +1.5 pp +5.7 pp +5.7 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 10.6 3.0% 3 +0.2 pp -2.6 pp +3.0 pp +3.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 10.3 1.0% 3 -0.9 pp -0.4 pp +1.0 pp +1.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 10.2 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Encompass More Asset Management CIK 0002011218 0.126 270 10.0 1.9% 3 +0.2 pp +0.7 pp +1.9 pp +1.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 9.5 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 9.5 1.1% 3 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 9.4 6.1% 3 -0.4 pp +1.3 pp +6.1 pp +6.1 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 9.4 3.1% 3 -0.2 pp +0.5 pp +3.1 pp +3.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 9.1 6.4% 4 -0.3 pp -2.2 pp -4.9 pp +6.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
First Washington CORP CIK 0001390043 0.501 51 8.8 2.3% 3 -0.4 pp +0.1 pp +2.3 pp +2.3 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 8.8 4.2% 3 -1.1 pp -0.1 pp +4.2 pp +4.2 pp
ALLIANZ SE CIK 0001127508 0.910 519 8.7 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 8.6 3.5% 3 +0.1 pp +1.0 pp +3.5 pp +3.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 8.5 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 8.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 7.6 2.0% 3 +1.9 pp +1.9 pp +2.0 pp +2.0 pp
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MAI Capital Management CIK 0001040197 0.725 1889 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.2 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 7.2 4.5% 1 +4.5 pp -6.7 pp +4.5 pp +4.5 pp
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LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 6.9 3.7% 3 -2.2 pp -3.3 pp +3.7 pp +3.7 pp
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Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.7 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Caption Management, LLC CIK 0001706766 0.079 538 6.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 6.4 3.5% 3 +0.2 pp +1.1 pp +3.5 pp +3.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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LSP Investment Advisors, LLC CIK 0001728850 0.776 18 6.0 3.2% 3 -0.0 pp +0.6 pp +3.2 pp +3.2 pp
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EVOKE WEALTH, LLC CIK 0001793432 0.000 4 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 5.9 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
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SPROTT INC. (SII) CIK 0001512920 0.660 256 5.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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CMC Financial Group CIK 0001770940 0.082 45 5.4 9.7% 2 +0.8 pp +9.7 pp +9.7 pp +9.7 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -5.4 pp -8.9 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
BRIDGER MANAGEMENT, LLC CIK 0001166309 0.258 24 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 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 -0.1 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 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 -0.1 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 GDX). Qtrs Held counts distinct quarters this fund has actually held GDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GDX position size. Δ columns are the percentage-point change in GDX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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