Signals

GDXJ

352 in-universe funds with a nonzero position in GDXJ within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23207
Score / z-0.035 / -0.06
Consensus118.92 over 233 funds
Momentumno 12m return

Price & positioning

226 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)
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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 208.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lingotto Investment Management LLP CIK 0001732768 0.824 31 174.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 132.4 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 116.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 116.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 109.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 107.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 75.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 63.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 62.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 58.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 53.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 48.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 43.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Panview Capital Ltd CIK 0002035224 0.562 14 43.8 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 35.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 28.6 19.4% 3 +0.3 pp +4.5 pp +19.4 pp +19.4 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 22.9 3.8% 2 +1.0 pp +3.8 pp +3.8 pp +3.8 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 21.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 19.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.3 0.0% 2 +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 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 11.3 6.4% 3 +1.2 pp +1.3 pp +6.4 pp +6.4 pp
Vanderbilt University CIK 0001825985 0.404 74 11.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 9.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 8.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 8.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NWAM LLC CIK 0001655006 0.392 684 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 7.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 7.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 7.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 6.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Freemont Management S.A. CIK 0001609120 0.000 11 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 5.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Canoe Financial LP CIK 0001908219 0.716 110 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 4.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
BARD ASSOCIATES INC CIK 0001105907 0.296 292 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 4.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Realta Investment Advisors CIK 0001776792 0.189 378 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GeoSphere Capital Management, LLC CIK 0001426876 0.099 38 2.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ion Asset Management Ltd. CIK 0001603837 0.202 61 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LSP Investment Advisors, LLC CIK 0001728850 0.776 18 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 1 +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 GDXJ). Qtrs Held counts distinct quarters this fund has actually held GDXJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GDXJ position size. Δ columns are the percentage-point change in GDXJ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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