Signals

← Signals

☆GPIQ

340 in-universe funds with a nonzero position in GPIQ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#480
Score / z0.407 / 0.47
Consensus131.18 over 254 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 171.5 0.0% 5 +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 144.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 108.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 93.8 15.5% 5 +1.0 pp -0.1 pp +2.2 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.7 0.1% 5 +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 71.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 44.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 43.3 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 37.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 31.4 11.9% 3 +2.7 pp +2.2 pp +11.9 pp +11.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 16.3 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 15.2 1.3% 3 +0.7 pp +0.8 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 14.6 2.2% 5 +0.2 pp +0.9 pp +1.9 pp +2.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 14.1 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 9.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 8.3 1.3% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 7.9 8.6% 3 +1.1 pp +2.4 pp +8.6 pp +8.6 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 7.9 3.0% 3 +1.8 pp +2.0 pp +3.0 pp +3.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 7.7 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.7 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 6.5 1.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 6.3 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 6.0 3.7% 5 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 5.7 2.8% 5 +0.3 pp +0.3 pp +0.5 pp +0.8 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 5.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.4 0.8% 4 -0.2 pp +0.5 pp +0.3 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 5.3 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.7 1.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 4.5 1.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 4.4 2.4% 3 +0.2 pp +1.8 pp +2.4 pp +2.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 4.3 0.7% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 4.3 1.4% 1 +1.4 pp +1.4 pp +0.9 pp +1.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 4.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.3 0.7% 6 +0.1 pp +0.0 pp +0.4 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.2 0.2% 4 +0.1 pp +0.0 pp -0.3 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 3.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.8 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 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 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 2.2 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.2 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 2.1 0.7% 4 +0.1 pp +0.2 pp +0.6 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.0 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 2.0 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 2.0 2.1% 3 +0.7 pp +0.6 pp +2.1 pp +2.1 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 2.0 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.8 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.7 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.7 0.8% 5 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.6 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 1.6 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 1.6 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 1.3 1.2% 3 +0.2 pp +0.7 pp +1.2 pp +1.2 pp
☆Thompson David Blair CIK 2150492 0.059 212 1.3 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 1.2 1.3% 3 -0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.0 0.1% 2 -0.0 pp +0.1 pp -0.5 pp -0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.0 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 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 0.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆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
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.7 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.3 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 GPIQ). Qtrs Held counts distinct quarters this fund has actually held GPIQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GPIQ position size. Δ columns are the percentage-point change in GPIQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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