Signals

GSST

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

Flow ranking

Rank#18523
Score / z0.000 / -0.00
Consensus55.91 over 96 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 104.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 53.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 49.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 39.7 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 32.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 31.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 20.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 18.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 17.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 15.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 13.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 10.9 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 10.6 6.5% 2 +3.7 pp +6.5 pp +6.5 pp +6.5 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 10.1 7.0% 2 -0.4 pp +7.0 pp +7.0 pp +7.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 9.3 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 7.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 7.8 3.0% 2 -0.6 pp +3.0 pp +3.0 pp +3.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 7.5 0.7% 1 +0.7 pp -2.6 pp +0.7 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cassia Capital Partners, LLC CIK 0001844897 0.548 69 6.2 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 6.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 5.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 4.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 4.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 3 +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 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 2.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
G&S Capital LLC CIK 0001731448 0.138 152 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burford Brothers, Inc. CIK 0002001434 0.297 182 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
North Forty Two & Co. CIK 0002055134 0.221 104 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -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% 2 -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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
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 GSST). Qtrs Held counts distinct quarters this fund has actually held GSST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GSST position size. Δ columns are the percentage-point change in GSST'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