Signals

← Signals

☆GSEW

218 in-universe funds with a nonzero position in GSEW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#16587
Score / z0.000 / -0.02
Consensus71.01 over 119 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 ▾
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 101.6 0.8% 4 -0.4 pp -0.2 pp -0.2 pp +0.8 pp
☆Members Trust Co CIK 0001677560 0.939 170 92.0 3.1% 3 -0.0 pp +0.1 pp +3.1 pp +3.1 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 72.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.6 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 53.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 46.0 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 41.5 4.5% 4 +0.0 pp +0.0 pp -0.0 pp +4.5 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 36.3 3.8% 4 -0.0 pp -0.1 pp -0.2 pp +3.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.9 0.0% 4 -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 33.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 25.1 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 18.5 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 16.1 2.5% 4 +0.0 pp +0.6 pp +0.5 pp +2.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 13.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 12.8 1.5% 4 +0.2 pp +0.4 pp +0.4 pp +1.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 12.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.9 3.8% 4 +0.1 pp +0.1 pp +0.5 pp +3.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 8.5 1.2% 4 +0.7 pp +0.9 pp +0.9 pp +1.2 pp
☆MTC Wealth Management LLC CIK 0001821455 0.811 14 8.4 4.0% 3 -0.2 pp -0.3 pp +4.0 pp +4.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 7.6 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.6 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.5 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 6.0 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 5.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.0 3.0% 4 -0.1 pp -0.1 pp -0.1 pp +3.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 4.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 3.2 0.7% 4 +0.3 pp +0.3 pp +0.3 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 2 -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 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 2.3 1.6% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆CROBAN CIK 0001694663 0.128 81 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 1.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 1.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.4 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.0 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Security National Bank CIK 0001719739 0.452 392 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.6 0.0% 4 +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 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 0.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.5 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -1.0 pp -1.2 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp +0.0 pp -16.2 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 +0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 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 GSEW). Qtrs Held counts distinct quarters this fund has actually held GSEW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GSEW position size. Δ columns are the percentage-point change in GSEW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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