Signals

← Signals

☆GRNY

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

Flow ranking

Rank#692
Score / z0.206 / 0.23
Consensus121.09 over 243 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 ▾
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 178.0 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 163.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 156.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 68.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 62.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 50.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 39.7 9.0% 5 +0.5 pp +0.5 pp +0.1 pp +1.8 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 36.7 1.0% 6 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 35.0 5.6% 4 +0.1 pp -0.9 pp -1.3 pp +5.6 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 34.9 14.2% 4 -0.4 pp +0.4 pp +14.0 pp +14.2 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 30.0 12.4% 3 +6.0 pp +6.3 pp +12.4 pp +12.4 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 28.8 7.9% 5 +0.6 pp +0.4 pp -0.1 pp -1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 25.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 22.6 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 19.8 12.3% 4 -0.1 pp -1.3 pp -1.1 pp +12.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 18.8 0.8% 5 -0.3 pp -0.3 pp -0.1 pp -0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 18.6 8.4% 4 +0.1 pp -0.8 pp -1.2 pp +8.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 17.8 1.2% 5 -0.0 pp +0.0 pp +0.3 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 17.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 16.2 2.7% 5 +0.9 pp +1.2 pp +1.3 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 15.7 6.7% 3 +0.4 pp +1.3 pp +6.7 pp +6.7 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 15.5 6.1% 5 +0.1 pp +0.1 pp -0.7 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 14.0 9.2% 5 +0.9 pp +1.1 pp +1.8 pp +3.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.0 0.4% 5 +0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 13.9 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 13.9 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 12.5 7.3% 4 +0.9 pp +0.2 pp -0.2 pp +7.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emissary Wealth LLC CIK 0002107252 0.187 63 9.9 7.5% 2 +1.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 9.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 9.6 4.7% 3 +0.4 pp +0.4 pp +4.7 pp +4.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 8.5 0.8% 5 -0.0 pp -0.3 pp -0.3 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 8.1 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 8.0 4.3% 5 +0.9 pp +1.3 pp +2.2 pp +2.6 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 7.8 2.5% 5 -0.2 pp -0.7 pp -0.2 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 7.5 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 7.5 1.5% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 7.3 6.0% 3 +0.2 pp -0.0 pp +6.0 pp +6.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 7.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 6.9 2.7% 3 +0.1 pp +0.6 pp +2.7 pp +2.7 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 6.6 3.1% 3 +0.2 pp +0.1 pp +3.1 pp +3.1 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 6.5 0.8% 5 -0.3 pp -0.3 pp -0.1 pp -0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 5.8 2.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 5.7 5.5% 5 +0.4 pp -1.0 pp -0.4 pp +1.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 5.5 1.4% 3 +0.2 pp +0.9 pp +1.4 pp +1.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 5.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 5.0 1.6% 3 +0.2 pp -0.2 pp +1.6 pp +1.6 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 4.9 2.8% 6 +2.6 pp +2.6 pp +2.6 pp +2.8 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.9 0.6% 5 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 4.6 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 4.3 1.4% 5 +0.0 pp -0.5 pp +0.8 pp +0.7 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 4.3 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 4.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.2 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.7 1.7% 3 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.2 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 3.1 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.0 0.5% 4 -0.0 pp -1.0 pp -3.5 pp +0.5 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 3.0 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 2.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.6 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 2.5 0.9% 5 -0.0 pp +0.1 pp +0.4 pp +0.6 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 2.5 0.7% 4 +0.1 pp +0.2 pp +0.6 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morangie Management LLC CIK 0002056670 0.556 34 2.2 1.8% 3 +0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 2.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.0 0.4% 4 -0.3 pp -0.2 pp -0.1 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.9 1.0% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.9 0.0% 3 -0.1 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 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 1.8 1.3% 4 -0.6 pp -1.9 pp +0.5 pp +1.3 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.7 0.7% 5 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 1.7 1.9% 3 -0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.7 0.8% 4 +0.0 pp -0.2 pp -0.1 pp +0.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 1.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.5 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.4 0.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 1.4 0.9% 4 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 1.4 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 1.4 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 1.3 0.4% 1 +0.4 pp +0.4 pp +0.2 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 +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% 4 +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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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 -0.0 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
☆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
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 0.0 0.0% 0 -8.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -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% 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.9 pp -1.1 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 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 -0.1 pp -0.1 pp -0.0 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 -2.0 pp -2.1 pp -2.3 pp -2.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 0.0 0.0% 0 -0.1 pp -1.9 pp -1.9 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 +0.0 pp -2.9 pp -3.1 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longitude (Cayman) Ltd. CIK 0001664999 0.362 27 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 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
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp -0.3 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp +0.0 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
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -0.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 +0.0 pp -1.3 pp -0.4 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 +0.0 pp -14.1 pp -9.6 pp -4.1 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -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 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -0.4 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 0.0 0.0% 0 -10.6 pp -11.9 pp -6.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.1 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 0.0 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 -0.2 pp -0.2 pp -0.2 pp -0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.1 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CMC Financial Group CIK 0001770940 0.082 45 0.0 0.0% 0 +0.0 pp -8.0 pp -1.9 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 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 (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