Signals

GMAR

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

Flow ranking

Rank#16476
Score / z0.000 / -0.02
Consensus45.75 over 86 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)
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
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 20.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.1 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 5.8 1.6% 5 +0.0 pp -0.2 pp -0.3 pp +1.4 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 5.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.4 0.6% 4 -0.2 pp -0.6 pp -0.6 pp +0.6 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 5.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 4.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.9 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 1.7 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.6 0.3% 1 +0.3 pp +0.0 pp -0.0 pp +0.3 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 1.4 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Chris Bulman Inc CIK 0002032404 0.343 165 1.2 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 1.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.7 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
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.4 0.2% 1 +0.2 pp -0.4 pp -0.4 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.4 0.2% 4 +0.0 pp +0.0 pp -0.6 pp +0.2 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.3 0.3% 4 -0.3 pp -0.5 pp -0.5 pp +0.3 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.2 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +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
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -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
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 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
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -1.0 pp -1.0 pp -1.1 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.1 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
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
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -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% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -1.1 pp -3.3 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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 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 GMAR). Qtrs Held counts distinct quarters this fund has actually held GMAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GMAR position size. Δ columns are the percentage-point change in GMAR'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