Signals

← Signals

☆GVI

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

Flow ranking

Rank#622
Score / z0.213 / 0.32
Consensus105.01 over 182 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 278.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 257.2 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 202.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 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 160.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 126.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 112.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 107.0 0.4% 2 -0.0 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 103.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 90.7 8.0% 2 -0.7 pp +8.0 pp +8.0 pp +8.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 83.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 66.2 0.0% 2 -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 63.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 62.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 53.2 0.0% 2 -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 52.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 48.4 8.1% 2 +0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 45.1 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 38.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 38.7 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 38.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 34.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 30.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 30.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 30.7 14.7% 2 +0.3 pp +14.7 pp +14.7 pp +14.7 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 29.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 26.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 24.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 24.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 23.6 3.3% 2 -2.1 pp +3.3 pp +3.3 pp +3.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 23.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 20.8 5.6% 2 +0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 19.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 17.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 16.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 16.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 15.5 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 14.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 14.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 12.6 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 12.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 12.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 11.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 11.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 11.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 10.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 9.7 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 8.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 7.2 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 7.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 6.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 6.0 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.9 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 4.2 3.8% 3 -0.3 pp -0.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 3.9 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 3.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.0 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 2.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 1.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Renasant Bank CIK 0001656167 0.136 141 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advisor OS, LLC CIK 0001767580 0.509 586 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.1 pp +0.0 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
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☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 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
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -1.7 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
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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 GVI). Qtrs Held counts distinct quarters this fund has actually held GVI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GVI position size. Δ columns are the percentage-point change in GVI'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