Signals

← Signals

☆GLTR

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

Flow ranking

Rank#17717
Score / z0.000 / -0.02
Consensus93.97 over 172 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 ▾
☆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 127.1 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 102.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.6 0.0% 5 -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 69.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 41.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 38.5 3.1% 1 +3.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 37.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 30.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 29.3 0.1% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 23.4 5.0% 5 -1.7 pp -1.8 pp -1.2 pp -0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 14.6 6.4% 5 -2.0 pp -2.5 pp -2.3 pp -2.5 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 14.5 3.8% 2 -1.5 pp +3.8 pp +3.8 pp +3.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.4 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 13.4 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.0 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 12.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.4 2.6% 5 -0.8 pp -1.2 pp -0.6 pp -0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 10.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.9 3.7% 5 -1.2 pp -2.1 pp -1.7 pp -1.3 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 8.8 1.7% 5 -0.5 pp -0.3 pp -0.0 pp +0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 8.3 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.0 0.1% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 8.0 2.2% 5 -0.5 pp -0.7 pp -1.1 pp -0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 6.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.9 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.6 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.2 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 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.1 2.0% 5 -2.0 pp -2.3 pp -1.0 pp -0.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 4.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castellan Group CIK 0001832521 0.901 39 4.6 0.5% 4 -0.2 pp -0.5 pp -0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.3 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.9 2.1% 5 -2.2 pp -2.2 pp -2.0 pp -1.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 2.7 0.6% 5 -0.2 pp -0.9 pp -0.6 pp -0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.6 0.2% 4 -0.1 pp -0.5 pp -0.6 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 2.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.9 0.0% 2 -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
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.6 0.3% 1 +0.3 pp -0.2 pp -0.1 pp +0.2 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.4 0.6% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Genesis Financial Group, LLC CIK 0002097587 0.123 100 1.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.3 0.8% 6 -0.7 pp -1.7 pp -1.5 pp -1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 5 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.9 0.3% 5 -0.1 pp -2.7 pp -2.3 pp -2.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 0.9 0.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 5 -1.1 pp -1.3 pp -1.0 pp -0.9 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.8 0.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.7 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.6 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.1 pp
☆SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 0.6 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.6 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.5 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.4 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 GLTR). Qtrs Held counts distinct quarters this fund has actually held GLTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GLTR position size. Δ columns are the percentage-point change in GLTR'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