Signals

← Signals

☆GRNY

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

Flow ranking

Rank#826
Score / z0.112 / 0.17
Consensus112.07 over 222 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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 45.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 33.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 33.0 9.6% 2 +5.5 pp +9.6 pp +9.6 pp +9.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 32.6 8.8% 2 +1.7 pp +8.8 pp +8.8 pp +8.8 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 29.5 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 24.9 8.1% 2 -0.9 pp +8.1 pp +8.1 pp +8.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 22.2 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 20.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 19.7 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 18.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 17.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 16.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 13.0 6.8% 2 +1.5 pp +6.8 pp +6.8 pp +6.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 12.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 10.9 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 10.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 10.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 9.2 7.4% 2 +1.4 pp +7.4 pp +7.4 pp +7.4 pp
☆bLong Financial, LLC CIK 0001943004 0.353 80 8.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 8.2 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 7.5 2.7% 2 +1.0 pp +2.7 pp +2.7 pp +2.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 6.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 6.0 5.9% 2 +1.7 pp +5.9 pp +5.9 pp +5.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 5.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 5.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 4.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 4.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 4.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 3.4 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 2.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 2.3 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.7 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.5 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CMC Financial Group CIK 0001770940 0.082 45 1.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.0 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmar Advisors LLC CIK 0002052481 0.756 23 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CV Advisors LLC CIK 0001872254 0.581 133 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +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 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 2 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 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 +0.0 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 GRNY). Qtrs Held counts distinct quarters this fund has actually held GRNY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GRNY position size. Δ columns are the percentage-point change in GRNY'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