Signals

← Signals

☆GSIE

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

Flow ranking

Rank#227
Score / z0.887 / 1.33
Consensus108.31 over 200 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-15% / 1.0d

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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 878.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 245.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 180.3 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 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 176.9 0.0% 3 -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 135.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 127.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 110.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 79.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 54.4 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 50.9 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 42.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 41.8 5.3% 3 -0.6 pp +0.1 pp +5.3 pp +5.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 41.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 41.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 40.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 39.3 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 38.4 5.7% 2 -0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 38.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.4 0.0% 3 +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 30.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 29.7 19.5% 3 +1.0 pp +4.1 pp +19.5 pp +19.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 29.3 10.1% 2 +1.8 pp +10.1 pp +10.1 pp +10.1 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 28.3 16.3% 2 -0.1 pp +16.3 pp +16.3 pp +16.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 27.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.2 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 25.1 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 23.3 7.1% 2 -0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 22.3 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 20.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 19.6 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 19.5 9.9% 2 -1.0 pp +9.9 pp +9.9 pp +9.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 19.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 18.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 18.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 17.1 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 16.6 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 15.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 15.4 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 14.0 8.1% 2 -1.9 pp +8.1 pp +8.1 pp +8.1 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 12.9 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 12.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 12.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 11.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 11.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.7 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 10.1 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.0 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 9.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 7.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 6.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 6.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 5.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 5.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 3.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.9 0.5% 4 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.0 0.0% 2 -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 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 GSIE). Qtrs Held counts distinct quarters this fund has actually held GSIE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GSIE position size. Δ columns are the percentage-point change in GSIE'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