Signals

← Signals

☆GRID

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

Flow ranking

Rank#16584
Score / z0.000 / -0.01
Consensus191.71 over 375 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)
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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 ▾
☆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 451.3 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 272.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 260.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 194.0 0.0% 3 +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 156.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 108.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 82.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 54.6 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 47.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 41.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 37.6 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 35.5 5.1% 3 -0.1 pp -0.1 pp +5.1 pp +5.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 30.3 4.2% 3 +1.3 pp +1.4 pp +4.2 pp +4.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 30.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 17.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 17.1 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 16.7 1.0% 3 -0.6 pp -0.7 pp +1.0 pp +1.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 15.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 15.5 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 15.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 14.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 14.5 4.4% 3 -0.7 pp -0.8 pp +4.4 pp +4.4 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 14.4 1.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 14.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 10.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 9.4 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.4 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 8.0 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 7.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 7.5 2.4% 3 +0.0 pp +1.2 pp +2.4 pp +2.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 7.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 7.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 6.9 2.1% 3 +0.1 pp +0.9 pp +2.1 pp +2.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 6.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 6.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 6.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 5.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.6 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 5.6 3.7% 3 -0.1 pp +0.4 pp +3.7 pp +3.7 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.5 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 5.2 2.0% 3 -0.4 pp +0.0 pp +2.0 pp +2.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.2 1.5% 3 +0.2 pp -0.1 pp +1.5 pp +1.5 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.9 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.5 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 4.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 4.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.9 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 3.6 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.4 1.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.7 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.3 0.7% 3 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 2.4 2.1% 3 +0.0 pp +1.7 pp +2.1 pp +2.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 2.3 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.2 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.1 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 2.1 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 2.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.0 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.0 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.9 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 1.8 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.7 0.8% 4 +0.4 pp -0.3 pp -0.3 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 1.5 0.9% 3 -0.0 pp +0.4 pp +0.9 pp +0.9 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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 GRID). Qtrs Held counts distinct quarters this fund has actually held GRID (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GRID position size. Δ columns are the percentage-point change in GRID'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