Signals

← Signals

☆GSIE

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

Flow ranking

Rank#22661
Score / z-0.106 / -0.12
Consensus128.68 over 224 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-3% / 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 977.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 253.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 240.5 4.5% 3 +3.4 pp +4.4 pp +4.5 pp +4.5 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 234.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 209.5 6.1% 4 +0.4 pp +0.6 pp +0.3 pp +6.1 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 191.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 179.9 0.0% 4 +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 136.1 0.0% 6 -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% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 89.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 87.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 75.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 59.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 59.0 6.6% 4 +0.7 pp +1.0 pp +0.9 pp +6.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 55.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 44.7 1.5% 4 -0.4 pp -0.3 pp +0.3 pp +1.5 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 44.4 6.0% 5 +0.5 pp +0.7 pp +0.1 pp +0.8 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 44.2 1.8% 4 +0.1 pp +0.2 pp +0.3 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 43.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 43.4 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 42.7 5.5% 4 -0.1 pp +0.1 pp -0.0 pp +5.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.7 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 38.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 38.5 4.7% 3 -1.0 pp -0.8 pp +4.7 pp +4.7 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 38.4 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 33.9 10.8% 4 -0.0 pp +0.7 pp +2.5 pp +10.8 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 31.8 3.0% 4 +0.2 pp +0.4 pp +0.5 pp +3.0 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 31.7 15.8% 4 -0.8 pp -0.5 pp -0.6 pp +15.8 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 30.8 20.0% 5 +0.2 pp +0.4 pp +1.5 pp +4.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 29.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.2 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 28.1 3.1% 4 -0.1 pp +0.1 pp -0.3 pp +3.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 27.9 3.1% 4 +0.1 pp +0.1 pp -0.2 pp +3.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 26.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 22.4 9.8% 4 +0.4 pp +1.0 pp +0.9 pp +9.8 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 22.3 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 22.1 2.1% 4 +0.4 pp +0.9 pp +1.5 pp +2.1 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 21.9 6.8% 4 -0.5 pp -0.3 pp -0.3 pp +6.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 21.4 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 20.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 20.6 9.6% 4 -0.1 pp -0.3 pp -1.3 pp +9.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 19.6 2.8% 4 -0.1 pp -2.9 pp -3.3 pp +2.8 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 19.2 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 18.2 2.2% 4 -0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 15.9 3.7% 4 -0.1 pp +0.0 pp -0.0 pp +3.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 13.7 7.2% 4 -0.5 pp -0.8 pp -2.7 pp +7.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 13.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 13.1 2.3% 4 -0.0 pp -0.1 pp -0.2 pp +2.3 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 12.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 12.4 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 11.4 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 11.4 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 11.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 10.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 10.6 3.0% 4 +0.1 pp +0.3 pp +0.2 pp +3.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.4 1.2% 4 -0.0 pp -0.1 pp +0.6 pp +1.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.3 3.6% 4 +0.0 pp -0.1 pp -0.1 pp +3.6 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 10.3 1.3% 4 -0.6 pp -1.2 pp -1.7 pp +1.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 9.7 4.1% 3 +0.1 pp +0.8 pp +4.1 pp +4.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 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 7.9 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 7.8 0.0% 5 -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% 4 +0.0 pp +0.1 pp -0.0 pp +1.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.8 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 5.8 0.8% 4 -0.0 pp -0.2 pp -0.2 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 5.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 4.3 0.9% 4 +0.2 pp +0.2 pp +0.3 pp +0.9 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.6 1.4% 4 +0.1 pp +0.1 pp -0.0 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 3.5 3.0% 3 -0.1 pp -0.0 pp +3.0 pp +3.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.4 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.3 0.8% 4 -0.8 pp -1.0 pp -1.2 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.3 0.1% 3 -0.4 pp -0.4 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 2.9 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 4 -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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.5 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.0 0.5% 6 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.4 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.3 0.8% 5 +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% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.3 0.0% 1 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 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
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.2 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.2 0.0% 5 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 +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
☆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
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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
☆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
☆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
☆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
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -3.2 pp -3.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆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
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 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
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 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
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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 +0.0 pp -2.9 pp -3.1 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
☆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
☆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
☆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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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
☆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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆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
☆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
☆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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 (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