Signals

← Signals

☆GOVT

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

Flow ranking

Rank#24427
Score / z-0.774 / -1.16
Consensus268.41 over 515 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-1% / 3.2d

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 ▾
☆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 8,372.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,571.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,772.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,588.4 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,116.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 967.7 0.1% 2 -0.0 pp +0.1 pp +0.1 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 769.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 758.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 628.8 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 560.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 518.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 460.4 26.3% 2 -5.0 pp +26.3 pp +26.3 pp +26.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 452.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 349.3 12.6% 2 +0.7 pp +12.6 pp +12.6 pp +12.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 264.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 247.4 9.1% 2 -13.3 pp +9.1 pp +9.1 pp +9.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 185.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 182.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 155.0 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 137.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 127.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 121.2 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 118.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 114.2 5.5% 2 -0.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 106.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 103.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 98.9 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 85.3 6.4% 2 +0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 80.7 8.6% 2 +0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 80.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 78.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 78.0 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 75.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 71.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 63.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 60.9 2.8% 2 +0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 53.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 52.1 12.9% 2 -0.3 pp +12.9 pp +12.9 pp +12.9 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 51.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 48.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 46.8 0.0% 2 -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 46.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 45.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 44.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 44.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 40.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 37.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 37.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 37.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 36.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 36.3 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 36.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 34.1 2.6% 4 +0.0 pp -0.7 pp -0.5 pp +2.6 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 33.2 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 30.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 28.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 27.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 27.1 6.3% 2 +1.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 26.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 25.3 13.8% 2 -3.4 pp +13.8 pp +13.8 pp +13.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 24.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 24.7 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 24.4 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 24.3 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 22.4 7.3% 4 -0.7 pp -1.8 pp -1.7 pp +7.3 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 21.6 2.5% 2 -2.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 20.8 6.7% 2 +1.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 20.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 19.7 8.4% 2 +0.7 pp +8.4 pp +8.4 pp +8.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 19.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 19.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 18.5 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 16.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 15.6 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 14.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Snider Financial Group CIK 0001820681 0.424 103 14.7 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.0 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 13.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 13.7 6.9% 2 -0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 13.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 13.6 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 13.4 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 13.1 3.0% 4 -0.8 pp -1.2 pp -1.3 pp +3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.5 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 12.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 12.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 11.7 1.5% 2 +1.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 11.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 11.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 11.4 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 11.3 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 11.2 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 10.8 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 10.3 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 10.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 9.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 9.0 3.1% 3 -0.2 pp -0.4 pp +3.1 pp +3.1 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 8.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 8.4 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 8.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 7.6 3.1% 4 +0.0 pp -0.1 pp -0.2 pp +3.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 7.4 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 7.3 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 6.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 6.6 4.3% 3 -0.5 pp -0.4 pp +4.3 pp +4.3 pp
☆Addison Capital Co CIK 0001581465 0.465 184 6.3 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 GOVT). Qtrs Held counts distinct quarters this fund has actually held GOVT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GOVT position size. Δ columns are the percentage-point change in GOVT'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