Signals

← Signals

☆GOVT

893 in-universe funds with a nonzero position in GOVT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22769
Score / z-0.593 / -0.86
Consensus271.27 over 528 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 9,088.1 0.7% 4 +0.0 pp +0.1 pp +0.0 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 4,491.6 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,742.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,665.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,634.9 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,219.1 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 821.3 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 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 749.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 682.5 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 575.4 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 545.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 530.4 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 433.1 25.1% 3 -1.2 pp -6.2 pp +25.1 pp +25.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 389.3 12.9% 3 +0.2 pp +0.9 pp +12.9 pp +12.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 291.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 246.4 14.5% 3 +5.4 pp -7.8 pp +14.5 pp +14.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 175.0 1.1% 3 -0.3 pp -0.4 pp +1.1 pp +1.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 172.1 3.7% 3 +0.2 pp +0.1 pp +3.7 pp +3.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 170.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 151.3 0.8% 1 +0.8 pp -0.1 pp +0.8 pp +0.8 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 144.2 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 129.3 4.4% 3 +0.1 pp +0.6 pp +4.4 pp +4.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 114.1 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 114.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 109.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 108.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 97.4 5.4% 3 -0.7 pp -0.9 pp +5.4 pp +5.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 95.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 88.3 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 81.8 8.4% 3 -0.2 pp -0.0 pp +8.4 pp +8.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 81.2 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 79.2 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 79.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 76.7 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 73.9 5.0% 3 -1.4 pp -0.7 pp +5.0 pp +5.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 70.4 1.7% 3 +1.4 pp +0.9 pp +1.7 pp +1.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 67.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 58.5 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 57.1 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 54.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 46.2 11.3% 3 -1.6 pp -1.8 pp +11.3 pp +11.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 43.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 43.3 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 42.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 41.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 37.9 2.8% 5 +0.2 pp +0.2 pp -0.5 pp -0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 37.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 36.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 36.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 35.5 1.8% 3 -0.2 pp -0.5 pp +1.8 pp +1.8 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 34.4 6.9% 3 -0.1 pp -0.4 pp +6.9 pp +6.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 31.9 1.8% 3 -0.6 pp -0.7 pp +1.8 pp +1.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 31.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 28.8 1.0% 3 -0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 28.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 27.6 3.1% 3 -0.1 pp -0.1 pp +3.1 pp +3.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 27.6 6.0% 3 -0.2 pp +1.2 pp +6.0 pp +6.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 25.9 1.1% 3 -0.4 pp -0.4 pp +1.1 pp +1.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 25.7 3.3% 3 +0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 25.4 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 25.2 1.1% 3 -1.7 pp -1.1 pp +1.1 pp +1.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 25.1 12.3% 1 +12.3 pp -2.1 pp +12.3 pp +12.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 24.7 3.1% 3 -0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genus Capital Management Inc. CIK 0001532385 0.111 204 21.4 2.5% 3 -0.0 pp -2.4 pp +2.5 pp +2.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 21.3 6.7% 3 -0.0 pp +1.7 pp +6.7 pp +6.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 20.2 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 20.0 7.6% 3 -0.8 pp -0.2 pp +7.6 pp +7.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 19.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 19.5 3.2% 1 +3.2 pp -0.3 pp +3.2 pp +3.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 18.8 3.1% 3 -0.1 pp -0.3 pp +3.1 pp +3.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 17.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 17.3 2.3% 3 -0.2 pp -0.6 pp +2.3 pp +2.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 16.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 16.2 3.0% 3 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 15.7 4.2% 3 +0.2 pp +0.0 pp +4.2 pp +4.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 14.7 7.2% 3 +0.6 pp +0.5 pp +7.2 pp +7.2 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 14.7 2.5% 1 +2.5 pp +2.4 pp +2.5 pp +2.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 14.4 5.1% 3 +0.6 pp +0.4 pp +5.1 pp +5.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 14.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 14.2 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.1 2.7% 3 -0.1 pp -0.0 pp +2.7 pp +2.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 14.0 0.7% 5 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 13.9 6.5% 3 -0.5 pp -1.1 pp +6.5 pp +6.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 13.8 1.3% 3 -0.2 pp +0.8 pp +1.3 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 13.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 12.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 12.5 5.2% 3 +5.1 pp +5.1 pp +5.2 pp +5.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 12.2 3.0% 5 -0.0 pp -0.8 pp -1.2 pp -1.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 12.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 11.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 11.4 3.2% 3 +0.0 pp -0.3 pp +3.2 pp +3.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 10.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 10.6 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 10.0 5.3% 3 -1.1 pp -1.6 pp +5.3 pp +5.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 9.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 9.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 9.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 9.4 3.1% 4 +0.0 pp -0.2 pp -0.4 pp +3.1 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 9.1 3.5% 3 +0.1 pp -0.0 pp +3.5 pp +3.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 9.0 2.2% 3 +0.4 pp +0.6 pp +2.2 pp +2.2 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 8.9 3.6% 5 +0.5 pp +0.5 pp +0.4 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 7.5 3.9% 3 -0.1 pp -0.2 pp +3.9 pp +3.9 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 7.5 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 6.9 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆CROBAN CIK 0001694663 0.128 81 6.9 3.3% 5 +0.8 pp +1.3 pp +2.6 pp +2.6 pp
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☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 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 -0.1 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 0.0 0.0% 0 -3.4 pp -4.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -5.5 pp -5.9 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.2 pp -0.6 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -1.3 pp -2.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.1 pp -0.1 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.5 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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