Signals

GMUB

22 in-universe funds with a nonzero position in GMUB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18423
Score / z0.000 / -0.00
Consensus11.27 over 19 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
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 8.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 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 GMUB). Qtrs Held counts distinct quarters this fund has actually held GMUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GMUB position size. Δ columns are the percentage-point change in GMUB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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