Signals

← Signals

☆GTO

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

Flow ranking

Rank#16628
Score / z0.000 / -0.02
Consensus73.50 over 134 funds
Momentumnot computed

Price & positioning

224 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 226.0 0.1% 4 +0.0 pp -0.0 pp -0.0 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 178.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 153.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 124.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 93.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 83.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 75.9 0.0% 6 -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 62.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 59.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 56.0 6.8% 3 -0.2 pp -0.1 pp +6.8 pp +6.8 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 39.3 4.8% 4 +0.1 pp -0.2 pp -0.2 pp +4.8 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 36.0 4.1% 4 -0.1 pp -0.2 pp -0.3 pp +4.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 28.9 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 28.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 22.9 5.1% 4 +0.2 pp +0.7 pp +1.1 pp +5.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 18.4 7.4% 4 +1.9 pp +3.2 pp +3.1 pp +7.4 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 17.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 17.7 1.3% 4 +0.1 pp +0.3 pp +0.2 pp +1.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 16.8 2.7% 4 -0.1 pp -0.0 pp +0.4 pp +2.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 13.8 3.6% 4 +0.0 pp -0.4 pp -0.6 pp +3.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 13.1 4.1% 4 +0.1 pp +0.7 pp +0.8 pp +4.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.2 0.8% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 11.9 1.2% 4 +0.0 pp -2.8 pp -3.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 9.7 3.8% 4 -0.7 pp -1.0 pp -1.4 pp +3.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 9.2 0.9% 4 +0.0 pp +0.6 pp +0.6 pp +0.9 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 8.6 5.2% 4 +0.6 pp +4.6 pp +4.4 pp +5.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 8.2 1.9% 4 -0.2 pp -1.0 pp -1.0 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 7.7 1.4% 4 +0.2 pp +0.1 pp +0.1 pp +1.4 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 7.2 1.9% 4 +0.1 pp +0.0 pp -0.0 pp +1.9 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 7.2 1.3% 5 +0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.6 2.7% 4 +0.1 pp +0.1 pp +0.0 pp +2.7 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 6.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 6.2 0.8% 4 -0.6 pp -0.3 pp -0.4 pp +0.8 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 6.2 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 6.1 2.0% 4 +0.1 pp +0.2 pp +0.3 pp +2.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 5.2 1.2% 4 -0.1 pp -0.2 pp -0.6 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 4.7 3.6% 4 -0.0 pp -0.5 pp -0.8 pp +3.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.2 1.0% 4 -0.1 pp -0.5 pp -0.5 pp +1.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.0 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 3.8 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 3.6 1.3% 4 -0.1 pp -0.3 pp -0.3 pp +1.3 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 3.6 7.0% 1 +7.0 pp +3.5 pp +3.6 pp +7.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 3.2 1.5% 4 -0.0 pp -0.4 pp -0.6 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 4 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.8 0.7% 4 -0.4 pp -0.5 pp -11.1 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 2.1 1.1% 4 -0.1 pp -0.2 pp -0.5 pp +1.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.1 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 1.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 1.5 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.8 0.8% 4 +0.1 pp +0.1 pp -0.0 pp +0.8 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.7 0.0% 4 +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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 4 -0.0 pp -0.0 pp -0.8 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 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 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.2 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.0 0.0% 0 +0.0 pp -0.3 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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 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
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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 -0.0 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
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 GTO). Qtrs Held counts distinct quarters this fund has actually held GTO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GTO position size. Δ columns are the percentage-point change in GTO'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