Signals

← Signals

☆GSIE

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

Flow ranking

Rank#953
Score / z0.096 / 0.10
Consensus136.10 over 236 funds
Momentum-0.17 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest+9% / 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 1,055.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 296.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 282.7 4.8% 4 +0.3 pp +3.7 pp +4.7 pp +4.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 269.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 250.1 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 226.5 6.0% 5 -0.1 pp +0.3 pp +0.4 pp +0.1 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 199.3 0.0% 6 -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 156.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 118.6 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 101.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 96.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 89.3 0.1% 5 +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 80.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 64.5 6.1% 5 -0.5 pp +0.2 pp +0.5 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 63.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 57.9 0.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 56.1 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 49.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 48.6 5.2% 5 -0.3 pp -0.4 pp -0.2 pp -0.3 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 46.6 1.7% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 45.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 39.7 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 39.7 4.7% 4 -0.1 pp -1.1 pp -0.9 pp +4.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 36.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 36.3 4.9% 3 +1.7 pp +1.7 pp +4.9 pp +4.9 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 35.2 3.0% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 34.6 16.3% 5 +0.6 pp -0.2 pp +0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.9 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 32.2 19.3% 6 -0.7 pp -0.5 pp -0.2 pp +0.8 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 32.0 3.2% 5 +0.1 pp +0.2 pp +0.2 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 27.0 3.1% 1 +3.1 pp +3.1 pp -0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 25.1 10.6% 5 +0.8 pp +1.3 pp +1.8 pp +1.7 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 24.1 7.1% 5 +0.2 pp -0.3 pp -0.0 pp -0.0 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 23.1 2.1% 5 +0.0 pp +0.4 pp +0.9 pp +1.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 23.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 22.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 22.2 1.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 22.2 9.7% 5 +0.1 pp -0.0 pp -0.2 pp -1.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 21.1 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 20.5 2.7% 5 -0.1 pp -0.2 pp -3.0 pp -3.5 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 19.4 2.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 16.9 3.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 16.5 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 15.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 14.9 4.1% 5 -6.7 pp -6.7 pp -6.0 pp -4.3 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 14.7 6.7% 5 -0.5 pp -1.1 pp -1.4 pp -3.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 14.1 2.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 13.3 2.5% 3 +0.2 pp +0.7 pp +2.5 pp +2.5 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 13.3 7.0% 2 +0.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 13.1 0.4% 5 -1.1 pp -1.5 pp -1.5 pp -0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 12.9 3.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 12.6 2.0% 4 -0.2 pp -0.3 pp -0.2 pp +2.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 12.2 1.2% 5 -0.1 pp -0.7 pp -1.3 pp -1.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 12.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 11.7 2.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 11.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 11.1 1.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 10.5 4.0% 4 -0.1 pp +0.0 pp +0.7 pp +4.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jeter Robert S II CIK 0002093023 0.611 47 8.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 8.1 1.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 7.5 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.2 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 6.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 6.1 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 6.1 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.9 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 7 -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 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 4.5 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 4.2 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.9 1.3% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.8 0.0% 4 +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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 3.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 3.7 2.7% 4 -0.2 pp -0.3 pp -0.2 pp +2.7 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.5 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 3.0 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.9 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 2.8 0.3% 5 -2.9 pp -2.9 pp -2.8 pp -3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 2.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 4 -0.0 pp -0.4 pp -0.4 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.0% 4 +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 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.1 0.5% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 1.8 0.4% 5 -0.4 pp -1.2 pp -1.4 pp -1.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 1.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.4 0.7% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.4 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.3 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 5 -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% 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% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 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% 5 -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% 1 +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% 3 -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% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +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% 2 -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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +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
☆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
☆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
☆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
☆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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 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 -0.0 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
☆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
☆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
☆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
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 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
☆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
☆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
☆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
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp -0.7 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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 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
☆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
☆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
☆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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 +0.0 pp -1.2 pp -1.1 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
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 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
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 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 +0.0 pp -0.1 pp -0.1 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
☆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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆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
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 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
☆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
☆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
☆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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -6.0 pp -5.5 pp -5.3 pp -5.8 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
☆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
☆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
☆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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp -3.1 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 (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