Signals

← Signals

☆GSIE

344 in-universe funds with a nonzero position in GSIE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22811
Score / z-0.757 / -1.09
Consensus107.68 over 194 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+386% / 1.8d

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 949.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 248.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 233.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 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 201.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 192.3 5.7% 3 +0.2 pp -0.2 pp +5.7 pp +5.7 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 142.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 111.2 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 83.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 74.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 58.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 58.6 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 57.2 5.9% 3 +0.2 pp +0.1 pp +5.9 pp +5.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 55.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 55.2 1.9% 3 +0.1 pp +0.7 pp +1.9 pp +1.9 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 43.9 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 43.4 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 43.4 5.5% 4 +0.2 pp -0.4 pp +0.3 pp +5.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 42.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 41.7 5.6% 3 +0.2 pp +0.1 pp +5.6 pp +5.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 41.1 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 40.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 30.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 30.7 19.8% 4 +0.2 pp +1.3 pp +4.3 pp +19.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.6 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 30.4 10.8% 3 +0.7 pp +2.5 pp +10.8 pp +10.8 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 30.2 16.5% 3 +0.2 pp +0.1 pp +16.5 pp +16.5 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 30.2 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.9 3.2% 3 +0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 25.8 3.0% 3 -0.0 pp -0.3 pp +3.0 pp +3.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 24.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 24.3 7.4% 3 +0.3 pp +0.3 pp +7.4 pp +7.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 21.7 9.3% 3 +0.5 pp +0.5 pp +9.3 pp +9.3 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 21.4 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 20.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 20.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 20.5 9.7% 3 -0.2 pp -1.2 pp +9.7 pp +9.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 20.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 20.1 2.9% 3 -2.8 pp -3.3 pp +2.9 pp +2.9 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 19.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 18.5 1.7% 3 +0.5 pp +1.1 pp +1.7 pp +1.7 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 18.1 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 16.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 16.0 3.8% 3 +0.1 pp +0.1 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 15.2 1.9% 3 -0.6 pp -1.1 pp +1.9 pp +1.9 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 14.6 7.8% 3 -0.3 pp -2.1 pp +7.8 pp +7.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 12.8 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 12.6 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 11.6 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 11.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.3 1.2% 3 -0.1 pp +0.6 pp +1.2 pp +1.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.3 3.6% 3 -0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 10.2 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 9.4 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 8.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.6 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 6.3 1.6% 3 -0.2 pp -0.4 pp +1.6 pp +1.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 5.8 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 5.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.9 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 3.5 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.5 0.0% 3 -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 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 3.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.4 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.2 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.1 0.5% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 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 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.3 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.3 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.0 0.0% 3 -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% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆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
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -3.2 pp -3.1 pp +0.0 pp +0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -2.9 pp -3.1 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 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
☆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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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