Signals

GEL

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

Flow ranking

Rank#17736
Score / z0.000 / -0.02
Consensus51.73 over 81 funds
Momentumnot computed

Price & positioning

225 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
ALPS ADVISORS INC CIK 0001376113 0.942 1170 352.0 1.7% 5 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 267.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 109.4 0.1% 5 -0.1 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 68.8 0.0% 7 -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 61.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 44.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 41.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 30.1 0.2% 5 -0.1 pp +0.2 pp +0.0 pp +0.2 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 23.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 20.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 20.2 0.5% 5 -0.4 pp -0.4 pp -0.5 pp -0.3 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 17.9 0.6% 5 -1.0 pp -1.2 pp -1.3 pp -1.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RR Advisors, LLC CIK 0001322613 0.626 25 12.3 3.6% 5 -0.7 pp -0.7 pp -5.3 pp -5.9 pp
NATIXIS CIK 0001274981 0.561 1107 12.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 11.3 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 11.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 9.1 0.7% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 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 8.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 6.9 0.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
Fractal Investments LLC CIK 0001843590 0.851 80 4.9 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 4.7 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Occam Crest Management LP CIK 0002085909 0.295 25 4.6 2.6% 3 -1.1 pp -1.3 pp +2.6 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 3.3 1.0% 5 -0.3 pp -0.2 pp -0.4 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 2.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 2.4 1.0% 5 -0.4 pp +0.6 pp -0.5 pp -0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DG Capital Management, LLC CIK 0001512716 0.198 20 1.9 0.7% 5 -0.1 pp -1.5 pp -1.4 pp -1.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAX POND CAPITAL, LLC CIK 0002106996 0.158 56 1.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DBA TRADING, LLC CIK 0002067608 0.847 39 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GRIZZLYROCK CAPITAL, LLC CIK 0002011732 0.272 20 0.7 0.5% 5 -0.5 pp -6.9 pp -7.7 pp -7.7 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 0.5 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 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 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 5 -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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.2 0.2% 7 -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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 0.1 0.0% 5 -0.1 pp -0.2 pp -0.6 pp -0.7 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 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 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 -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
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -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% 2 -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
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -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% 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
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
Rangeley Capital, LLC CIK 0001517796 0.020 176 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 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 +0.0 pp -0.1 pp -0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
Lee Financial Co CIK 0001391166 0.828 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 +0.0 pp -0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
FWG Holdings, LLC CIK 0001862067 0.188 127 0.0 0.0% 0 -0.2 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% 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 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 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 GEL). Qtrs Held counts distinct quarters this fund has actually held GEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GEL position size. Δ columns are the percentage-point change in GEL'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