Signals

← Signals

☆GRID

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

Flow ranking

Rank#17811
Score / z0.000 / -0.02
Consensus253.00 over 518 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 721.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 513.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 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 465.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 379.2 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 335.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 249.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 224.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 155.3 0.8% 4 +0.8 pp +0.7 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 143.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 82.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 80.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 79.2 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 74.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 74.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 65.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 64.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 51.9 3.7% 5 -0.0 pp -0.8 pp -0.9 pp -0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 47.8 0.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 45.7 0.7% 4 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 45.0 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 41.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 39.6 5.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 38.4 0.0% 5 +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 38.0 5.0% 5 +0.9 pp +0.8 pp +2.1 pp +2.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 36.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 26.7 1.3% 5 +0.1 pp +0.4 pp -0.3 pp -0.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 25.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 22.3 5.6% 5 +0.9 pp +1.2 pp +0.5 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 21.5 0.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 18.1 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 17.9 2.9% 3 -0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 16.7 3.2% 3 -0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 16.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 16.6 0.5% 2 -0.8 pp +0.5 pp +0.3 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 16.3 0.8% 5 +0.1 pp +0.7 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 16.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 15.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 14.7 7.1% 3 +0.3 pp +0.4 pp +7.1 pp +7.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 13.9 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Maniro Ltd CIK 0002102426 0.520 29 13.6 3.1% 2 +1.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 13.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 13.5 2.4% 4 +0.1 pp +0.8 pp +1.8 pp +2.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 13.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 12.5 1.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.3 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 11.3 1.5% 7 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 11.1 2.1% 3 +0.5 pp +0.6 pp +2.1 pp +2.1 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 10.7 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 10.2 3.0% 5 +0.7 pp +0.9 pp +1.0 pp +1.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 10.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 9.5 2.9% 5 +0.2 pp +0.5 pp +0.5 pp +1.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 9.4 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 9.1 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 9.0 2.4% 3 -0.0 pp +1.8 pp +2.4 pp +2.4 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 8.9 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.6 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 8.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 8.2 0.0% 5 +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 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 7.9 0.9% 5 +0.5 pp +0.7 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 7.9 1.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.8 1.0% 3 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 7.6 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.6 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 7.6 5.8% 5 +0.4 pp +3.6 pp +3.7 pp +5.4 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 7.5 5.4% 5 +1.9 pp +1.7 pp +1.5 pp +2.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 7.3 0.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 7.3 0.7% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 7.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 6.9 1.2% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.8 0.6% 5 +0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 6.7 2.0% 3 +0.1 pp +0.4 pp +2.0 pp +2.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 6.5 3.8% 3 +0.3 pp +3.2 pp +3.8 pp +3.8 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.5 1.5% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 6.4 1.9% 2 +1.3 pp +1.9 pp +1.9 pp +1.9 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 6.4 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 6.2 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 6.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.1% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.0 0.1% 3 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 5.9 2.1% 3 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.8 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 5.7 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 5.7 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 5.6 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.6 1.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.5 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.4 2.2% 7 +0.9 pp +1.0 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 5.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 5.2 2.4% 2 +1.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 5.1 1.8% 5 +0.1 pp -0.2 pp -0.6 pp -0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.0 2.2% 3 +0.2 pp +0.2 pp +2.2 pp +2.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 4.8 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arch Global Advisors, LLC CIK 0002126837 0.449 59 4.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 4.6 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 4.6 2.6% 4 +0.7 pp +2.5 pp +2.6 pp +2.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -1.3 pp -1.9 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -3.3 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -8.3 pp -8.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 -0.2 pp -0.1 pp -0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -1.6 pp -1.8 pp -1.8 pp -1.7 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
☆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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 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
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.1 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp -0.1 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 0.0 0.0% 0 +0.0 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
☆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
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 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 -0.2 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (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