Signals

← Signals

☆GLTR

315 in-universe funds with a nonzero position in GLTR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22421
Score / z-0.032 / -0.05
Consensus103.20 over 188 funds
Momentumno 12m return

Price & positioning

227 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)
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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 145.5 0.0% 6 +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 117.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 106.4 0.0% 4 +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 85.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 40.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 39.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 35.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 28.1 6.7% 4 -0.1 pp +0.5 pp +1.1 pp +6.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 18.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 18.2 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 18.1 8.4% 4 -0.4 pp -0.2 pp -0.4 pp +8.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.2 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 14.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 13.5 3.4% 4 -0.4 pp +0.2 pp +0.5 pp +3.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 12.8 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 10.6 4.9% 4 -0.9 pp -0.5 pp -0.1 pp +4.9 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 10.6 2.2% 4 +0.2 pp +0.5 pp +0.6 pp +2.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.2 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.0 0.3% 4 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 9.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 9.1 2.7% 4 -0.2 pp -0.6 pp -0.4 pp +2.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.5 4.0% 4 -0.3 pp +1.0 pp +1.8 pp +4.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.1 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 5.7 1.3% 4 -0.2 pp +0.0 pp +0.1 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 5.0 4.3% 4 +0.0 pp +0.2 pp +0.4 pp +4.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Castellan Group CIK 0001832521 0.901 39 5.0 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.0 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 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.7 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 3.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 3.2 0.8% 4 -0.7 pp -0.4 pp -0.3 pp +0.8 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 3.1 0.3% 3 -0.4 pp -0.5 pp +0.3 pp +0.3 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 2.7 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 2.5 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.3 1.4% 5 -1.0 pp -0.8 pp -0.7 pp -0.1 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.8 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 3 -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% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 1.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 1.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.1 0.3% 4 -2.7 pp -2.2 pp -2.1 pp +0.3 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 1.0 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 2 +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% 1 +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% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.4 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 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 -0.1 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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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